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NBC Securities’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

NBC Securities’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 		$429K Sell
14,248
-4,341
-23% -$130K 0.03% 586
2026
Q1 		$496K Sell
18,589
-47,918
-72% -$1.33M 0.04% 513
2025
Q4 		$1.9M Buy
66,507
+2,334
+4% +$65K 0.14% 160
2025
Q3 		$1.76M Buy
64,173
+4,553
+8% +$122K 0.14% 175
2025
Q2 		$1.58M Buy
59,620
+4,473
+8% +$109K 0.13% 191
2025
Q1 		$1.31M Buy
55,147
+55,120
+204,148% +$1.44M 0.11% 202
2024
Q4 		$747 Sell
27
-25,023
-100% -$651K 0.07% 318
2024
Q3 		$629K Sell
25,050
-162
-0.6% -$3.99K 0.05% 388
2024
Q2 		$632K Sell
25,212
-134
-0.5% -$3.19K 0.06% 357
2024
Q1 		$611K Sell
25,346
-172
-0.7% -$4.04K 0.06% 384
2023
Q4 		$590K Buy
25,518
+578
+2% +$12.9K 0.06% 355
2023
Q3 		$560K Buy
+24,940
New +$589K 0.06% 345

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

NBC Securities's QQQX Position: Q2 2026 in Review

NBC Securities reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 23% in Q2 2026, selling an estimated $130K and leaving 14,248 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #586.

NBC Securities first reported a position in QQQX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.9M in Q4 2025. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • NBC Securities held 14,248 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $429K as of Q2 2026.
  • NBC Securities sold 4,341 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $130K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.03% of NBC Securities's portfolio in Q2 2026, its #586 holding.
  • NBC Securities first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $1.9M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.