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ORG Partners’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

ORG Partners’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 		$80.4K Hold
2,818
– – 0.01% 493
2025
Q3 		$77.4K Hold
2,818
– – 0.01% 507
2025
Q2 		$74.4K Buy
2,818
+1,130
+67% +$27.6K 0.02% 476
2025
Q1 		$40.3K Hold
1,688
– – 0.01% 532
2024
Q4 		$45.7K Hold
1,688
– – 0.01% 576
2024
Q3 		$42.4K Sell
1,688
-472
-22% -$11.6K 0.01% 546
2024
Q2 		$54.1K Sell
2,160
-841
-28% -$20.1K 0.01% 763
2024
Q1 		$72.3K Buy
+3,001
New +$70.5K 0.14% 102
2023
Q3 		– Sell
-2,361
Closed -$55.8K – 1338
2023
Q2 		$59K Buy
+2,361
New +$57.3K 0.01% 620

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
GC
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

ORG Partners's QQQX Position: Q4 2025 in Review

ORG Partners held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q4 2025 at 2,818 shares worth $80.4K. The position accounts for 0.01% of the portfolio, ranked #493.

ORG Partners first reported a position in QQQX in Q2 2023 and has held it in 9 quarters since. 147 funds tracked by Wall St. Rank hold QQQX as of Q4 2025.

  • ORG Partners held 2,818 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $80.4K as of Q4 2025.
  • ORG Partners left its Nuveen NASDAQ 100 Dynamic Overwrite Fund share count unchanged in Q4 2025.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.01% of ORG Partners's portfolio in Q4 2025, its #493 holding.
  • ORG Partners first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2023 and has held it in 9 quarters since.
  • 147 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.