Moors & Cabot
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
Q3 		$540K Sell
17,740
-434
-2% -$13.2K 0.02% 544
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 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

Moors & Cabot's QQQX Position: Q3 2026 in Review

Moors & Cabot reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 2.4% in Q3 2026, selling an estimated $13.2K and leaving 17,740 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #544.

Moors & Cabot first reported a position in QQQX in Q1 2023 and has held it in 15 quarters since. The position peaked at $548K in Q2 2026. 79 funds tracked by Wall St. Rank hold QQQX as of Q3 2026.

  • Moors & Cabot held 17,740 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $540K as of Q3 2026.
  • Moors & Cabot sold 434 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2026, an estimated $13.2K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.02% of Moors & Cabot's portfolio in Q3 2026, its #544 holding.
  • Moors & Cabot first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2023 and has held it in 15 quarters since.
  • Moors & Cabot's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $548K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.