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Loring Wolcott & Coolidge Fiduciary Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q2 		– Sell
-150
Closed -$3.43K – 553
2025
Q1 		$3.43K Buy
+150
New +$3.92K ﹤0.01% 515

Other funds holding QQQX

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's QQQX Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2025, closing a stake of 150 shares — an estimated $3.43K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in QQQX in Q1 2025 and held it in 1 quarter. The position peaked at $3.43K in Q1 2025. 131 funds tracked by Wall St. Rank hold QQQX as of Q2 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 150 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2025, an estimated $3.43K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2025 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $3.43K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.