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QQQX icon

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

NewEdge 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 		$1.74M Buy
57,584
+3,000
+5% +$89.8K 0.01% 1299
2026
Q1 		$1.46M Buy
54,584
+6,882
+14% +$191K 0.01% 1276
2025
Q4 		$1.36M Sell
47,702
-1,495
-3% -$41.7K ﹤0.01% 1293
2025
Q3 		$1.35M Buy
49,197
+1,638
+3% +$43.9K 0.01% 1226
2025
Q2 		$1.26M Buy
47,559
+8,546
+22% +$209K 0.01% 1163
2025
Q1 		$927K Buy
39,013
+1,582
+4% +$41.3K 0.01% 1230
2024
Q4 		$1.01M Buy
37,431
+210
+0.6% +$5.46K 0.01% 1156
2024
Q3 		$935K Sell
37,221
-3,175
-8% -$78.2K 0.01% 1142
2024
Q2 		$1.01M Buy
40,396
+6,022
+18% +$144K 0.01% 1061
2024
Q1 		$830K Buy
34,374
+2,197
+7% +$51.6K 0.01% 1091
2023
Q4 		$745K Buy
32,177
+2,473
+8% +$55.3K 0.01% 1086
2023
Q3 		$667K Sell
29,704
-8,823
-23% -$208K 0.01% 1050
2023
Q2 		$960K Buy
38,527
+537
+1% +$13K 0.01% 890
2023
Q1 		$903K Buy
37,990
+530
+1% +$12.1K 0.01% 825
2022
Q4 		$9.4K Sell
37,460
-2,669
-7% -$58.4K ﹤0.01% 2392
2022
Q3 		$823K Buy
40,129
+3,782
+10% +$87.8K 0.01% 728
2022
Q2 		$794K Sell
36,347
-15,023
-29% -$369K 0.01% 782
2022
Q1 		$1.46M Buy
51,370
+7,027
+16% +$190K 0.02% 519
2021
Q4 		$1.36M Buy
44,343
+6,736
+18% +$200K 0.02% 591
2021
Q3 		$1.07M Buy
37,607
+312
+0.8% +$9.21K 0.03% 507
2021
Q2 		$1.1M Buy
37,295
+2,371
+7% +$67.1K 0.03% 472
2021
Q1 		$949K Buy
34,924
+677
+2% +$18.1K 0.03% 477
2020
Q4 		$891K Buy
34,247
+1,657
+5% +$41K 0.03% 441
2020
Q3 		$793K Buy
32,590
+2,161
+7% +$53.5K 0.03% 443
2020
Q2 		$700K Buy
30,429
+5,906
+24% +$131K 0.03% 459
2020
Q1 		$466K Buy
24,523
+4,415
+22% +$99.3K 0.02% 471
2019
Q4 		$483K Buy
20,108
+341
+2% +$7.97K 0.02% 541
2019
Q3 		$438K Buy
19,767
+17
+0.1% +$381 0.02% 537
2019
Q2 		$442K Sell
19,750
-443
-2% -$9.91K 0.03% 428
2019
Q1 		$450K Sell
20,193
-341
-2% -$7.45K 0.03% 424
2018
Q4 		$411K Sell
20,534
-5,513
-21% -$122K 0.03% 415
2018
Q3 		$626K Buy
+26,047
New +$648K 0.05% 311

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

NewEdge Advisors's QQQX Position: Q2 2026 in Review

NewEdge Advisors increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 5.5% in Q2 2026, buying an estimated $89.8K and bringing the position to 57,584 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #1299.

NewEdge Advisors first reported a position in QQQX in Q3 2018 and has held it in 32 quarters since. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • NewEdge Advisors held 57,584 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $1.74M as of Q2 2026.
  • NewEdge Advisors bought 3,000 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $89.8K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1299 holding.
  • NewEdge Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2018 and has held it in 32 quarters since.
  • 153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.