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Patriot Investment Management Group’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Patriot Investment Management Group’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
Q3 		– Sell
-284
Closed -$6.53K – 539
2020
Q2 		$6.53K Buy
+284
New +$6.32K ﹤0.01% 544

Other funds holding QQQX

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Patriot Investment Management Group's QQQX Position: Q3 2020 in Review

Patriot Investment Management Group sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2020, closing a stake of 284 shares — an estimated $6.53K sold.

Patriot Investment Management Group first reported a position in QQQX in Q2 2020 and held it in 1 quarter. The position peaked at $6.53K in Q2 2020. 93 funds tracked by Wall St. Rank hold QQQX as of Q3 2020.

  • Patriot Investment Management Group reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 284 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2020, an estimated $6.53K.
  • Patriot Investment Management Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $6.53K in Q2 2020.
  • 93 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.