Kingswood Wealth Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$379K Sell
2025
Q2
$368K Sell
2025
Q1
$397K Sell
2024
Q4
$811K Buy
2024
Q3
$355K Sell
2024
Q2
$450K Buy
2024
Q1
$353K Sell
2023
Q4
$348K Buy
2023
Q3
Sell
2023
Q2
$343K Buy