Mark Sheptoff Financial Planning’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Mark Sheptoff Financial Planning’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	$6.03K	Buy	+200	New	+$5.98K	﹤0.01%	428
2019 Q2	–	Sell	-500	Closed	-$11K	–	366
2019 Q1	$11K	Hold	500	–	–	0.01%	261
2018 Q4	$10K	Sell	500 -500	-50%	-$11K	0.01%	242
2018 Q3	$24K	Hold	1,000	–	–	0.02%	218
2018 Q2	$26K	Buy	1,000 +500	+100%	+$13.2K	0.02%	207
2018 Q1	$12K	Buy	+500	New	+$12.4K	0.01%	271

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

Mark Sheptoff Financial Planning's QQQX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026: 200 shares worth $6.03K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in QQQX as recently as Q1 2019.

Mark Sheptoff Financial Planning first reported a position in QQQX in Q1 2018 and has held it in 6 quarters since. The position peaked at $26K in Q2 2018. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Mark Sheptoff Financial Planning held 200 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $6.03K as of Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new Mark Sheptoff Financial Planning position in Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #428 holding.
Mark Sheptoff Financial Planning first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2018 and has held it in 6 quarters since.
Mark Sheptoff Financial Planning's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $26K in Q2 2018.
152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.