Mercer Global Advisors
QQQX icon

Mercer Global Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Mercer Global 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
2026
Q2 		$685K Sell
22,727
-5,168
-19% -$155K ﹤0.01% 2030
2026
Q1 		$744K Buy
27,895
+10,718
+62% +$297K ﹤0.01% 1723
2025
Q4 		$490K Buy
17,177
+895
+5% +$24.9K ﹤0.01% 1879
2025
Q3 		$447K Sell
16,282
-3,669
-18% -$98.4K ﹤0.01% 1822
2025
Q2 		$528K Buy
19,951
+506
+3% +$12.4K ﹤0.01% 1546
2025
Q1 		$462K Buy
19,445
+3,191
+20% +$83.3K ﹤0.01% 1516
2024
Q4 		$440K Buy
16,254
+2,451
+18% +$63.7K ﹤0.01% 1514
2024
Q3 		$345K Sell
13,803
-3,275
-19% -$80.7K ﹤0.01% 1553
2024
Q2 		$428K Sell
17,078
-1,826
-10% -$43.5K ﹤0.01% 1385
2024
Q1 		$456K Sell
18,904
-799
-4% -$18.8K ﹤0.01% 1330
2023
Q4 		$456K Buy
19,703
+57
+0.3% +$1.27K ﹤0.01% 1376
2023
Q3 		$441K Buy
19,646
+1,386
+8% +$32.7K ﹤0.01% 1312
2023
Q2 		$455K Sell
18,260
-851
-4% -$20.7K ﹤0.01% 1272
2023
Q1 		$458K Sell
19,111
-58
-0.3% -$1.33K ﹤0.01% 1255
2022
Q4 		$392K Sell
19,169
-2,670
-12% -$58.4K ﹤0.01% 1345
2022
Q3 		$448K Sell
21,839
-2,370
-10% -$55K ﹤0.01% 1177
2022
Q2 		$529K Sell
24,209
-6,669
-22% -$164K ﹤0.01% 1113
2022
Q1 		$878K Buy
30,878
+151
+0.5% +$4.08K 0.01% 949
2021
Q4 		$942K Sell
30,727
-4,494
-13% -$134K 0.01% 914
2021
Q3 		$1M Sell
35,221
-350
-1% -$10.3K 0.01% 861
2021
Q2 		$1.04M Sell
35,571
-593
-2% -$16.8K 0.01% 812
2021
Q1 		$983K Buy
+36,164
New +$965K 0.01% 784

Other funds holding QQQX

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors's QQQX Position: Q2 2026 in Review

Mercer Global Advisors reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 19% in Q2 2026, selling an estimated $155K and leaving 22,727 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Mercer Global Advisors first reported a position in QQQX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.04M in Q2 2021. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Mercer Global Advisors held 22,727 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $685K as of Q2 2026.
  • Mercer Global Advisors sold 5,168 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $155K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2030 holding.
  • Mercer Global Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2021 and has held it in 22 quarters since.
  • Mercer Global Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $1.04M in Q2 2021.
  • 152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.