PFG Investments’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

PFG Investments’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	$595K	Sell	19,736 -8,639	-30%	-$258K	0.02%	593
2026 Q1	$757K	Buy	28,375 +2,450	+9%	+$68K	0.04%	445
2025 Q4	$739K	Buy	25,925 +18,079	+230%	+$504K	0.03%	430
2025 Q3	$215K	Buy	+7,846	New	+$210K	0.01%	935
2024 Q4	–	Sell	-8,449	Closed	-$212K	–	1064
2024 Q3	$212K	Buy	8,449 +3	+0%	+$74	0.01%	873
2024 Q2	$212K	Sell	8,446 -9,487	-53%	-$226K	0.02%	800
2024 Q1	$433K	Buy	+17,933	New	+$421K	0.03%	587

Other funds holding QQQX

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFG Investments's QQQX Position: Q2 2026 in Review

PFG Investments reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 30% in Q2 2026, selling an estimated $258K and leaving 19,736 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #593.

PFG Investments first reported a position in QQQX in Q1 2024 and has held it in 7 quarters since. The position peaked at $757K in Q1 2026. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

PFG Investments held 19,736 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $595K as of Q2 2026.
PFG Investments sold 8,639 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $258K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.02% of PFG Investments's portfolio in Q2 2026, its #593 holding.
PFG Investments first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2024 and has held it in 7 quarters since.
PFG Investments's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $757K in Q1 2026.
152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.