Kingsview Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Kingsview Wealth Management’s Portfolio QQQX Stock Details QQQX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-13,524	Closed	-$352K	–	919
2020 Q4	$352K	Sell	13,524 -5,152	-28%	-$127K	0.03%	520
2020 Q3	$455K	Buy	18,676 +2,920	+19%	+$72.3K	0.04%	382
2020 Q2	$363K	Buy	+15,756	New	+$351K	0.04%	399

Other funds holding QQQX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kingsview Wealth Management's QQQX Position: Q1 2021 in Review

Kingsview Wealth Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2021, closing a stake of 13,524 shares — an estimated $352K sold.

Kingsview Wealth Management first reported a position in QQQX in Q2 2020 and held it in 3 quarters. The position peaked at $455K in Q3 2020. 108 funds tracked by Wall St. Rank hold QQQX as of Q1 2021.

Kingsview Wealth Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2021 after selling out during the quarter.
Kingsview Wealth Management sold 13,524 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2021, an estimated $352K.
Kingsview Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2020 and held it in 3 quarters.
Kingsview Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $455K in Q3 2020.
108 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.