Montgomery Financial Services’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Montgomery Financial Services’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	$5.76K	Buy	+191	New	+$5.71K	0.01%	219

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

Montgomery Financial Services's QQQX Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026: 191 shares worth $5.76K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings.

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

Montgomery Financial Services held 191 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $5.76K as of Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new Montgomery Financial Services position in Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #219 holding.
145 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.