MB, Levis & Associates’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

MB, Levis & Associates’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	$5.64K	Buy	+187	New	+$5.59K	﹤0.01%	193

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

MB, Levis & Associates's QQQX Position: Q2 2026 in Review

MB, Levis & Associates opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026: 187 shares worth $5.64K. The stake represents ﹤0.01% of the portfolio and ranks #193 among its holdings.

153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

MB, Levis & Associates held 187 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $5.64K as of Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new MB, Levis & Associates position in Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #193 holding.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.