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Partnervest Advisory Services’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Partnervest Advisory Services’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
2020
Q2 		– Sell
-50,500
Closed -$960K – 250
2020
Q1 		$960K Buy
+50,500
New +$1.14M 0.43% 44

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Royal Bank of Canada
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Partnervest Advisory Services's QQQX Position: Q2 2020 in Review

Partnervest Advisory Services sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2020, closing a stake of 50,500 shares — an estimated $960K sold.

Partnervest Advisory Services first reported a position in QQQX in Q1 2020 and held it in 1 quarter. The position peaked at $960K in Q1 2020. 91 funds tracked by Wall St. Rank hold QQQX as of Q2 2020.

  • Partnervest Advisory Services reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2020 after selling out during the quarter.
  • Partnervest Advisory Services sold 50,500 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2020, an estimated $960K.
  • Partnervest Advisory Services first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2020 and held it in 1 quarter.
  • Partnervest Advisory Services's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $960K in Q1 2020.
  • 91 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2020.

Based on Partnervest Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.