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 Q2	$477K	Buy	15,826 +1,992	+14%	+$59.6K	0.02%	622
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 $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingswood Wealth Advisors's QQQX Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 14% in Q2 2026, buying an estimated $59.6K and bringing the position to 15,826 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #622.

Kingswood Wealth Advisors first reported a position in QQQX in Q2 2023 and has held it in 12 quarters since. The position peaked at $811K in Q4 2024. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Kingswood Wealth Advisors held 15,826 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $477K as of Q2 2026.
Kingswood Wealth Advisors bought 1,992 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $59.6K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #622 holding.
Kingswood Wealth Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $811K in Q4 2024.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.