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QQQX icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return