NEXT Financial Holdings’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$27K	Buy	+1,219	New	+$26.6K	0.01%	888

Other funds holding QQQX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

NEXT Financial Holdings's QQQX Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2019: 1,219 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #888 among its holdings.

89 funds tracked by Wall St. Rank hold QQQX as of Q1 2019.

NEXT Financial Holdings held 1,219 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $27K as of Q1 2019.
Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new NEXT Financial Holdings position in Q1 2019.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #888 holding.
89 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.