MGB Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

MGB Wealth Management’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 Q4	$314K	Hold	11,000	–	–	0.09%	173
2025 Q3	$302K	Hold	11,000	–	–	0.09%	174
2025 Q2	$291K	Sell	11,000 -11,000	-50%	-$269K	0.1%	174
2025 Q1	$559K	Buy	22,000 +11,000	+100%	+$287K	0.2%	113
2024 Q4	$298K	Hold	11,000	–	–	0.09%	156
2024 Q3	$276K	Hold	11,000	–	–	0.1%	159
2024 Q2	$282K	Hold	11,000	–	–	0.11%	152
2024 Q1	$266K	Hold	11,000	–	–	0.11%	162
2023 Q4	$255K	Buy	+11,000	New	+$246K	0.13%	159

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

MGB Wealth Management's QQQX Position: Q4 2025 in Review

MGB Wealth Management held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q4 2025 at 11,000 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #173.

MGB Wealth Management first reported a position in QQQX in Q4 2023 and has held it in 9 quarters since. The position peaked at $559K in Q1 2025. 147 funds tracked by Wall St. Rank hold QQQX as of Q4 2025.

MGB Wealth Management held 11,000 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $314K as of Q4 2025.
MGB Wealth Management left its Nuveen NASDAQ 100 Dynamic Overwrite Fund share count unchanged in Q4 2025.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.09% of MGB Wealth Management's portfolio in Q4 2025, its #173 holding.
MGB Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $559K in Q1 2025.
147 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.