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Perigon Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Perigon Wealth Management’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
2021
Q1 		– Sell
-3,000
Closed -$78K – 907
2020
Q4 		$78K Buy
+3,000
New +$74.2K 0.01% 608

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Perigon Wealth Management's QQQX Position: Q1 2021 in Review

Perigon Wealth Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2021, closing a stake of 3,000 shares — an estimated $78K sold.

Perigon Wealth Management first reported a position in QQQX in Q4 2020 and held it in 1 quarter. The position peaked at $78K in Q4 2020. 108 funds tracked by Wall St. Rank hold QQQX as of Q1 2021.

  • Perigon Wealth Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 3,000 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2021, an estimated $78K.
  • Perigon Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $78K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.