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

Mather 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
2026 Q3	$38.4K	Hold	1,262	–	–	﹤0.01%	1242
2026 Q2	$38K	Hold	1,262	–	–	﹤0.01%	1173
2026 Q1	$33.7K	Buy	+1,262	New	+$35K	﹤0.01%	1149
2025 Q4	–	Sell	-1,262	Closed	-$34.7K	–	1411
2025 Q3	$34.7K	Buy	+1,262	New	+$33.8K	﹤0.01%	991
2025 Q2	–	Sell	-1,262	Closed	-$30K	–	1450
2025 Q1	$30K	Hold	1,262	–	–	﹤0.01%	1000
2024 Q4	$34.1K	Hold	1,262	–	–	﹤0.01%	950
2024 Q3	$31.7K	Sell	1,262 -213	-14%	-$5.25K	﹤0.01%	967
2024 Q2	$35.6K	Buy	1,475 +213	+17%	+$5.08K	﹤0.01%	1095
2024 Q1	$29.2K	Buy	+1,262	New	+$29.6K	﹤0.01%	980

Other funds holding QQQX

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Mather Group's QQQX Position: Q3 2026 in Review

Mather Group held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q3 2026 at 1,262 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Mather Group first reported a position in QQQX in Q1 2024 and has held it in 9 quarters since. 34 funds tracked by Wall St. Rank hold QQQX as of Q3 2026.

Mather Group held 1,262 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $38.4K as of Q3 2026.
Mather Group left its Nuveen NASDAQ 100 Dynamic Overwrite Fund share count unchanged in Q3 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1242 holding.
Mather Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2024 and has held it in 9 quarters since.
34 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.