Morgan Stanley
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Morgan Stanley’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Morgan Stanley’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 		$51.9M Sell
1,946,401
-71,027
-4% -$1.97M ﹤0.01% 2063
2025
Q4 		$57.5M Buy
2,017,428
+47,987
+2% +$1.34M ﹤0.01% 1946
2025
Q3 		$54.1M Sell
1,969,441
-77,717
-4% -$2.08M ﹤0.01% 1947
2025
Q2 		$54.2M Buy
2,047,158
+269,870
+15% +$6.59M ﹤0.01% 1843
2025
Q1 		$42.2M Sell
1,777,288
-29,117
-2% -$760K ﹤0.01% 1961
2024
Q4 		$48.9M Buy
1,806,405
+72,563
+4% +$1.89M ﹤0.01% 1851
2024
Q3 		$43.6M Buy
1,733,842
+4,692
+0.3% +$116K ﹤0.01% 1963
2024
Q2 		$43.4M Buy
1,729,150
+28,092
+2% +$670K ﹤0.01% 1890
2024
Q1 		$41.1M Sell
1,701,058
-2,043,544
-55% -$48M ﹤0.01% 1931
2023
Q4 		$86.7M Buy
3,744,602
+1,814,145
+94% +$40.6M ﹤0.01% 1875
2023
Q3 		$43.4M Sell
1,930,457
-47,290
-2% -$1.12M ﹤0.01% 1715
2023
Q2 		$49.3M Buy
1,977,747
+32,400
+2% +$786K ﹤0.01% 1587
2023
Q1 		$46.6M Buy
1,945,347
+197,754
+11% +$4.52M 0.01% 1600
2022
Q4 		$35.7M Buy
1,747,593
+19,419
+1% +$425K ﹤0.01% 1798
2022
Q3 		$35.4M Buy
1,728,174
+24,973
+1% +$580K ﹤0.01% 1601
2022
Q2 		$37.2M Buy
1,703,201
+180,303
+12% +$4.43M ﹤0.01% 1632
2022
Q1 		$43.3M Buy
1,522,898
+39,171
+3% +$1.06M 0.01% 1396
2021
Q4 		$45.5M Sell
1,483,727
-10,552
-0.7% -$314K 0.01% 1402
2021
Q3 		$42.4M Buy
1,494,279
+19,319
+1% +$570K 0.01% 1411
2021
Q2 		$43.3M Buy
1,474,960
+81,227
+6% +$2.3M 0.01% 1425
2021
Q1 		$37.9M Buy
1,393,733
+22,402
+2% +$598K 0.01% 1384
2020
Q4 		$35.7M Buy
1,371,331
+57,239
+4% +$1.42M 0.01% 1345
2020
Q3 		$32M Sell
1,314,092
-44,375
-3% -$1.1M 0.01% 1154
2020
Q2 		$31.3M Sell
1,358,467
-77,052
-5% -$1.72M 0.01% 1113
2020
Q1 		$27.3M Buy
1,435,519
+79,785
+6% +$1.79M 0.01% 1076
2019
Q4 		$32.6M Buy
1,355,734
+28,765
+2% +$672K 0.01% 1227
2019
Q3 		$29.4M Sell
1,326,969
-13,542
-1% -$303K 0.01% 1206
2019
Q2 		$30M Sell
1,340,511
-92,412
-6% -$2.07M 0.01% 1184
2019
Q1 		$31.9M Buy
1,432,923
+87,916
+7% +$1.92M 0.01% 1107
2018
Q4 		$26.9M Sell
1,345,007
-36,008
-3% -$796K 0.01% 1208
2018
Q3 		$33.2M Sell
1,381,015
-360,435
-21% -$8.96M 0.01% 1246
2018
Q2 		$45.6M Buy
1,741,450
+95,447
+6% +$2.52M 0.01% 974
2018
Q1 		$40.6M Buy
1,646,003
+184,252
+13% +$4.57M 0.01% 1049
2017
Q4 		$35.4M Buy
1,461,751
+182,757
+14% +$4.33M 0.01% 1192
2017
Q3 		$28.3M Buy
1,278,994
+41,712
+3% +$913K 0.01% 1301
2017
Q2 		$26.9M Buy
1,237,282
+260,236
+27% +$5.63M 0.01% 1294
2017
Q1 		$20.2M Buy
977,046
+39,520
+4% +$797K 0.01% 1551
2016
Q4 		$17.4M Buy
937,526
+40,498
+5% +$754K 0.01% 1669
2016
Q3 		$17M Sell
897,028
-35,845
-4% -$664K 0.01% 1589
2016
Q2 		$16.7M Sell
932,873
-5,370
-0.6% -$96.6K 0.01% 1563
2016
Q1 		$17.3M Sell
938,243
-21,301
-2% -$373K 0.01% 1414
2015
Q4 		$18.6M Sell
959,544
-12,269
-1% -$234K 0.01% 1458
2015
Q3 		$16.7M Buy
971,813
+14,719
+2% +$270K 0.01% 1534
2015
Q2 		$17.7M Buy
957,094
+36,109
+4% +$685K 0.01% 1607
2015
Q1 		$17.3M Buy
920,985
+95,367
+12% +$1.81M 0.01% 1576
2014
Q4 		$15.9M Buy
825,618
+394,527
+92% +$7.87M 0.01% 1658
2014
Q3 		$8.31M Buy
431,091
+72,329
+20% +$1.39M ﹤0.01% 2201
2014
Q2 		$6.74M Buy
358,762
+72,589
+25% +$1.35M ﹤0.01% 2391
2014
Q1 		$5.21M Buy
286,173
+29,313
+11% +$528K ﹤0.01% 2548
2013
Q4 		$4.57M Sell
256,860
-12,630
-5% -$216K ﹤0.01% 2647
2013
Q3 		$4.33M Buy
269,490
+8,702
+3% +$142K ﹤0.01% 2580
2013
Q2 		$4.09M Buy
+260,788
New +$4.14M ﹤0.01% 2528

Other funds holding QQQX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley's QQQX Position: Q1 2026 in Review

Morgan Stanley reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 3.5% in Q1 2026, selling an estimated $1.97M and leaving 1,946,401 shares worth $51.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Morgan Stanley first reported a position in QQQX in Q2 2013 and has held it in 52 quarters since. The position peaked at $86.7M in Q4 2023. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

  • Morgan Stanley held 1,946,401 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $51.9M as of Q1 2026.
  • Morgan Stanley sold 71,027 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2026, an estimated $1.97M.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2063 holding.
  • Morgan Stanley first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $86.7M in Q4 2023.
  • 136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.