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Life Planning Partners’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-200
Closed -$4.63K – 191
2023
Q4 		$4.63K Buy
+200
New +$4.47K ﹤0.01% 182
2022
Q3 		$4.1K Hold
200
– – ﹤0.01% 149
2022
Q2 		$4K Hold
200
– – ﹤0.01% 152
2022
Q1 		$6K Hold
200
– – 0.01% 140
2021
Q4 		$6K Buy
+200
New +$5.95K 0.01% 140

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Life Planning Partners's QQQX Position: Q1 2024 in Review

Life Planning Partners sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2024, closing a stake of 200 shares — an estimated $4.63K sold.

Life Planning Partners first reported a position in QQQX in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 122 funds tracked by Wall St. Rank hold QQQX as of Q1 2024.

  • Life Planning Partners reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 200 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2024, an estimated $4.63K.
  • Life Planning Partners first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $6K in Q1 2022.
  • 122 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.