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

Kingswood Wealth Advisors’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
2026 Q1	$369K	Sell	13,834 -265	-2%	-$7.36K	0.02%	645
2025 Q4	$402K	Buy	14,099 +306	+2%	+$8.53K	0.02%	588
2025 Q3	$379K	Sell	13,793 -94	-0.7%	-$2.52K	0.02%	554
2025 Q2	$368K	Sell	13,887 -2,782	-17%	-$67.9K	0.03%	503
2025 Q1	$397K	Sell	16,669 -13,315	-44%	-$348K	0.04%	461
2024 Q4	$811K	Buy	29,984 +15,689	+110%	+$408K	0.06%	317
2024 Q3	$355K	Sell	14,295 -3,660	-20%	-$90.2K	0.03%	536
2024 Q2	$450K	Buy	17,955 +3,346	+23%	+$79.8K	0.04%	417
2024 Q1	$353K	Sell	14,609 -434	-3%	-$10.2K	0.04%	433
2023 Q4	$348K	Buy	+15,043	New	+$336K	0.04%	425
2023 Q3	–	Sell	-13,768	Closed	-$343K	–	469
2023 Q2	$343K	Buy	+13,768	New	+$334K	0.11%	180

Other funds holding QQQX

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kingswood Wealth Advisors's QQQX Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 1.9% in Q1 2026, selling an estimated $7.36K and leaving 13,834 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #645.

Kingswood Wealth Advisors first reported a position in QQQX in Q2 2023 and has held it in 11 quarters since. The position peaked at $811K in Q4 2024. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

Kingswood Wealth Advisors held 13,834 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $369K as of Q1 2026.
Kingswood Wealth Advisors sold 265 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2026, an estimated $7.36K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.02% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #645 holding.
Kingswood Wealth Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $811K in Q4 2024.
136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.