Newbridge Financial Services Group’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Newbridge Financial Services Group’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
2025 Q4	–	Sell	-4,195	Closed	-$115K	–	1390
2025 Q3	$115K	Sell	4,195 -350	-8%	-$9.38K	0.02%	373
2025 Q2	$120K	Buy	+4,545	New	+$111K	0.02%	357
2021 Q3	–	Sell	-3,024	Closed	-$89K	–	1578
2021 Q2	$89K	Buy	3,024 +2,024	+202%	+$57.3K	0.05%	306
2021 Q1	$27K	Hold	1,000	–	–	0.02%	608
2020 Q4	$26K	Hold	1,000	–	–	0.02%	477
2020 Q3	$24K	Buy	+1,000	New	+$24.8K	0.02%	460

Other funds holding QQQX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Newbridge Financial Services Group's QQQX Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2025, closing a stake of 4,195 shares — an estimated $115K sold.

Newbridge Financial Services Group first reported a position in QQQX in Q3 2020 and held it in 6 quarters. The position peaked at $120K in Q2 2025. 147 funds tracked by Wall St. Rank hold QQQX as of Q4 2025.

Newbridge Financial Services Group reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 4,195 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2025, an estimated $115K.
Newbridge Financial Services Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $120K in Q2 2025.
147 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.