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Larson Financial Group’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Larson Financial Group’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
-645
Closed -$17K – 913
2020
Q4 		$17K Buy
+645
New +$16K 0.01% 404

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
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

Larson Financial Group's QQQX Position: Q1 2021 in Review

Larson Financial Group sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2021, closing a stake of 645 shares — an estimated $17K sold.

Larson Financial Group first reported a position in QQQX in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 108 funds tracked by Wall St. Rank hold QQQX as of Q1 2021.

  • Larson Financial Group reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2021 after selling out during the quarter.
  • Larson Financial Group sold 645 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2021, an estimated $17K.
  • Larson Financial Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2020 and held it in 1 quarter.
  • Larson Financial Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $17K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2021.

Based on Larson Financial Group's 13F filing for Q1 2021, filed 8 Apr 2021.