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Mid Atlantic Financial Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$271K Sell
9,563
-400
-4% -$11.8K 0.02% 702
2021
Q2 		$293K Buy
9,963
+1,200
+14% +$34K 0.02% 676
2021
Q1 		$238K Buy
+8,763
New +$234K 0.02% 723

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mid Atlantic Financial Management's QQQX Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 4% in Q3 2021, selling an estimated $11.8K and leaving 9,563 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #702.

Mid Atlantic Financial Management first reported a position in QQQX in Q1 2021 and has held it in 3 quarters since. The position peaked at $293K in Q2 2021. 100 funds tracked by Wall St. Rank hold QQQX as of Q3 2021.

  • Mid Atlantic Financial Management held 9,563 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $271K as of Q3 2021.
  • Mid Atlantic Financial Management sold 400 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2021, an estimated $11.8K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #702 holding.
  • Mid Atlantic Financial Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2021 and has held it in 3 quarters since.
  • Mid Atlantic Financial Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $293K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.