MONECO Advisors
QQQX icon

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

MONECO 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
Q3 		$1.81M Sell
59,390
-352
-0.6% -$10.7K 0.11% 180
2026
Q2 		$1.8M Sell
59,742
-1,004
-2% -$30K 0.11% 185
2026
Q1 		$1.62M Sell
60,746
-1,230
-2% -$34.1K 0.13% 156
2025
Q4 		$1.77M Sell
61,976
-2,245
-3% -$62.6K 0.14% 153
2025
Q3 		$1.76M Sell
64,221
-2,595
-4% -$69.6K 0.15% 146
2025
Q2 		$1.77M Sell
66,816
-1,061
-2% -$25.9K 0.16% 133
2025
Q1 		$1.61M Sell
67,877
-618
-0.9% -$16.1K 0.17% 131
2024
Q4 		$1.85M Sell
68,495
-641
-0.9% -$16.7K 0.2% 115
2024
Q3 		$1.74M Buy
69,136
+2,821
+4% +$69.5K 0.22% 114
2024
Q2 		$1.66M Sell
66,315
-6,546
-9% -$156K 0.24% 103
2024
Q1 		$1.76M Sell
72,861
-5,865
-7% -$138K 0.28% 100
2023
Q4 		$1.82M Buy
78,726
+1,756
+2% +$39.3K 0.35% 74
2023
Q3 		$1.73M Sell
76,970
-4,221
-5% -$100K 0.47% 47
2023
Q2 		$2.02M Sell
81,191
-2,593
-3% -$62.9K 0.55% 39
2023
Q1 		$2.01M Sell
83,784
-4,175
-5% -$95.5K 0.59% 37
2022
Q4 		$1.8M Sell
87,959
-785
-0.9% -$17.2K 0.65% 30
2022
Q3 		$1.82M Sell
88,744
-3,005
-3% -$69.8K 0.73% 30
2022
Q2 		$2M Sell
91,749
-4,328
-5% -$106K 0.78% 26
2022
Q1 		$2.73M Sell
96,077
-1,886
-2% -$50.9K 1% 18
2021
Q4 		$2.63M Sell
97,963
-1,813
-2% -$53.9K 0.99% 20
2021
Q3 		$2.83M Buy
99,776
+2,985
+3% +$88.1K 1.12% 17
2021
Q2 		$2.84M Buy
96,791
+9,767
+11% +$277K 1.31% 16
2021
Q1 		$2.36M Buy
87,024
+456
+0.5% +$12.2K 1.15% 21
2020
Q4 		$2.24M Sell
86,568
-3,134
-3% -$77.5K 1.23% 20
2020
Q3 		$2.18M Buy
89,702
+1,928
+2% +$47.7K 1.39% 18
2020
Q2 		$2.02M Buy
87,774
+6,846
+8% +$152K 1.58% 15
2020
Q1 		$1.54M Buy
80,928
+11,324
+16% +$255K 1.57% 16
2019
Q4 		$1.71M Buy
69,604
+15,609
+29% +$365K 1.22% 20
2019
Q3 		$1.2M Buy
53,995
+1,125
+2% +$25.2K 0.93% 27
2019
Q2 		$1.18M Sell
52,870
-293
-0.6% -$6.55K 0.95% 26
2019
Q1 		$1.18M Sell
53,163
-5,277
-9% -$115K 0.96% 28
2018
Q4 		$1.17M Buy
+58,440
New +$1.29M 1.36% 17

Other funds holding QQQX

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
High Point Wealth Management
High Point Wealth Management Chester, New Jersey $126M AUM 22.64% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

MONECO Advisors's QQQX Position: Q3 2026 in Review

MONECO Advisors reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 0.59% in Q3 2026, selling an estimated $10.7K and leaving 59,390 shares worth $1.81M. The position accounts for 0.11% of the portfolio, ranked #180.

MONECO Advisors first reported a position in QQQX in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.84M in Q2 2021. 73 funds tracked by Wall St. Rank hold QQQX as of Q3 2026.

  • MONECO Advisors held 59,390 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $1.81M as of Q3 2026.
  • MONECO Advisors sold 352 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2026, an estimated $10.7K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.11% of MONECO Advisors's portfolio in Q3 2026, its #180 holding.
  • MONECO Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2018 and has held it in 32 quarters since.
  • MONECO Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $2.84M in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.