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QQQX icon

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

&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
2026
Q2 		$955K Buy
31,679
+976
+3% +$29.2K ﹤0.01% 1444
2026
Q1 		$817K Sell
30,703
-697
-2% -$19.3K ﹤0.01% 1413
2025
Q4 		$897K Buy
31,400
+1,861
+6% +$51.9K ﹤0.01% 1288
2025
Q3 		$811K Buy
29,539
+1,650
+6% +$44.2K 0.01% 1184
2025
Q2 		$738K Buy
27,889
+18,528
+198% +$452K 0.01% 1139
2025
Q1 		$222K Buy
9,361
+1,944
+26% +$50.7K ﹤0.01% 1576
2024
Q4 		$201K Buy
+7,417
New +$193K ﹤0.01% 1536
2019
Q3 		– Sell
-14,215
Closed -$318K – 165
2019
Q2 		$318K Sell
14,215
-255
-2% -$5.7K 0.44% 77
2019
Q1 		$322K Sell
14,470
-4,225
-23% -$92.3K 0.46% 76
2018
Q4 		$294K Buy
+18,695
New +$413K 0.49% 73

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

&Partners's QQQX Position: Q2 2026 in Review

&Partners increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 3.2% in Q2 2026, buying an estimated $29.2K and bringing the position to 31,679 shares worth $955K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

&Partners first reported a position in QQQX in Q4 2018 and has held it in 10 quarters since. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • &Partners held 31,679 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $955K as of Q2 2026.
  • &Partners bought 976 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $29.2K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1444 holding.
  • &Partners first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2018 and has held it in 10 quarters since.
  • 153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.