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Moors & Cabot’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Moors & Cabot’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 		$548K Sell
18,174
-52
-0.3% -$1.56K 0.02% 539
2026
Q1 		$486K Buy
18,226
+590
+3% +$16.4K 0.02% 558
2025
Q4 		$503K Buy
17,636
+380
+2% +$10.6K 0.02% 535
2025
Q3 		$474K Buy
17,256
+3,322
+24% +$89.1K 0.02% 543
2025
Q2 		$369K Buy
13,934
+120
+0.9% +$2.93K 0.02% 589
2025
Q1 		$328K Sell
13,814
-1,523
-10% -$39.8K 0.02% 610
2024
Q4 		$415K Buy
15,337
+19
+0.1% +$494 0.02% 555
2024
Q3 		$385K Sell
15,318
-366
-2% -$9.02K 0.02% 577
2024
Q2 		$393K Buy
15,684
+132
+0.8% +$3.15K 0.02% 546
2024
Q1 		$375K Sell
15,552
-1,003
-6% -$23.6K 0.02% 594
2023
Q4 		$383K Sell
16,555
-555
-3% -$12.4K 0.02% 544
2023
Q3 		$384K Buy
17,110
+2,162
+14% +$51.1K 0.03% 517
2023
Q2 		$373K Buy
14,948
+4,991
+50% +$121K 0.02% 538
2023
Q1 		$238K Buy
+9,957
New +$228K 0.02% 688

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

Moors & Cabot's QQQX Position: Q2 2026 in Review

Moors & Cabot reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 0.29% in Q2 2026, selling an estimated $1.56K and leaving 18,174 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #539.

Moors & Cabot first reported a position in QQQX in Q1 2023 and has held it in 14 quarters since. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Moors & Cabot held 18,174 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $548K as of Q2 2026.
  • Moors & Cabot sold 52 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $1.56K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #539 holding.
  • Moors & Cabot first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2023 and has held it in 14 quarters since.
  • 152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.