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Mutual Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Mutual Advisors’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 		$489K Sell
16,228
-673
-4% -$20.1K 0.01% 949
2026
Q1 		$451K Sell
16,901
-1,715
-9% -$47.6K 0.01% 928
2025
Q4 		$531K Buy
18,616
+248
+1% +$6.91K 0.01% 847
2025
Q3 		$511K Buy
18,368
+255
+1% +$6.84K 0.01% 843
2025
Q2 		$482K Sell
18,113
-1,211
-6% -$29.6K 0.01% 793
2025
Q1 		$456K Sell
19,324
-721
-4% -$18.8K 0.01% 753
2024
Q4 		$542K Buy
20,045
+91
+0.5% +$2.37K 0.02% 673
2024
Q3 		$505K Sell
19,954
-1,197
-6% -$29.5K 0.01% 700
2024
Q2 		$512K Buy
21,151
+594
+3% +$14.2K 0.02% 686
2024
Q1 		$496K Sell
20,557
-227
-1% -$5.33K 0.02% 696
2023
Q4 		$481K Buy
20,784
+142
+0.7% +$3.18K 0.02% 666
2023
Q3 		$464K Sell
20,642
-2,832
-12% -$66.9K 0.02% 639
2023
Q2 		$585K Sell
23,474
-17,238
-42% -$418K 0.02% 588
2023
Q1 		$975K Sell
40,712
-1,108
-3% -$25.3K 0.04% 430
2022
Q4 		$854K Sell
41,820
-2,828
-6% -$61.9K 0.04% 449
2022
Q3 		$916K Buy
44,648
+5,854
+15% +$136K 0.05% 390
2022
Q2 		$847K Buy
38,794
+7,148
+23% +$176K 0.06% 386
2022
Q1 		$900K Buy
31,646
+3,694
+13% +$99.8K 0.05% 408
2021
Q4 		$857K Buy
27,952
+10,840
+63% +$322K 0.05% 429
2021
Q3 		$486K Buy
17,112
+4,585
+37% +$135K 0.03% 548
2021
Q2 		$368K Buy
12,527
+4,216
+51% +$119K 0.02% 626
2021
Q1 		$226K Hold
8,311
– – 0.02% 697
2020
Q4 		$216K Sell
8,311
-1,882
-18% -$46.5K 0.02% 678
2020
Q3 		$248K Sell
10,193
-9,665
-49% -$239K 0.02% 585
2020
Q2 		$457K Sell
19,858
-3,214
-14% -$71.5K 0.04% 406
2020
Q1 		$438K Sell
23,072
-1,086
-4% -$24.4K 0.06% 314
2019
Q4 		$581K Sell
24,158
-2,205
-8% -$51.5K 0.06% 313
2019
Q3 		$584K Sell
26,363
-703
-3% -$15.8K 0.08% 284
2019
Q2 		$606K Buy
27,066
+541
+2% +$12.1K 0.08% 290
2019
Q1 		$591K Sell
26,525
-5,828
-18% -$127K 0.09% 250
2018
Q4 		$647K Buy
32,353
+688
+2% +$15.2K 0.13% 196
2018
Q3 		$761K Sell
31,665
-427
-1% -$10.6K 0.12% 214
2018
Q2 		$840K Buy
+32,092
New +$846K 0.19% 165

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

Mutual Advisors's QQQX Position: Q2 2026 in Review

Mutual Advisors reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 4% in Q2 2026, selling an estimated $20.1K and leaving 16,228 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #949.

Mutual Advisors first reported a position in QQQX in Q2 2018 and has held it in 33 quarters since. The position peaked at $975K in Q1 2023. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Mutual Advisors held 16,228 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $489K as of Q2 2026.
  • Mutual Advisors sold 673 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $20.1K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #949 holding.
  • Mutual Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2018 and has held it in 33 quarters since.
  • Mutual Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $975K in Q1 2023.
  • 153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.