Lindbrook Capital’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Lindbrook Capital’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
2025 Q1	$366K	Buy	15,390 +2,633	+21%	+$68.7K	0.03%	275
2024 Q4	$345K	Sell	12,757 -380	-3%	-$9.88K	0.03%	281
2024 Q3	$330K	Sell	13,137 -3,500	-21%	-$86.2K	0.03%	290
2024 Q2	$417K	Sell	16,637 -13,295	-44%	-$317K	0.04%	229
2024 Q1	$723K	Hold	29,932	–	–	0.07%	166
2023 Q4	$693K	Buy	29,932 +3,000	+11%	+$67.1K	0.07%	158
2023 Q3	$605K	Hold	26,932	–	–	0.07%	158
2023 Q2	$671K	Buy	26,932 +1,750	+7%	+$42.5K	0.07%	157
2023 Q1	$603K	Buy	25,182 +2,750	+12%	+$62.9K	0.07%	152
2022 Q4	$458K	Buy	+22,432	New	+$491K	0.06%	191
2022 Q2	–	Sell	-4,000	Closed	-$114K	–	2714
2022 Q1	$114K	Buy	+4,000	New	+$108K	0.02%	425

Other funds holding QQQX

KIM

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

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

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's QQQX Position: Q1 2025 in Review

Lindbrook Capital increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 21% in Q1 2025, buying an estimated $68.7K and bringing the position to 15,390 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #275.

Lindbrook Capital first reported a position in QQQX in Q1 2022 and has held it in 11 quarters since. The position peaked at $723K in Q1 2024. 139 funds tracked by Wall St. Rank hold QQQX as of Q1 2025.

Lindbrook Capital held 15,390 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $366K as of Q1 2025.
Lindbrook Capital bought 2,633 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2025, an estimated $68.7K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #275 holding.
Lindbrook Capital first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2022 and has held it in 11 quarters since.
Lindbrook Capital's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $723K in Q1 2024.
139 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.