Pinnacle Wealth Planning Services
QQQX icon

Pinnacle Wealth Planning Services’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Pinnacle Wealth Planning 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
2026
Q3 		– Sell
-24
Closed -$723 – 2918
2026
Q2 		$723 Sell
24
-173
-88% -$5.18K ﹤0.01% 2620
2026
Q1 		$5.25K Sell
197
-171
-46% -$4.75K ﹤0.01% 2251
2025
Q4 		$10.5K Buy
+368
New +$10.3K ﹤0.01% 1992

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Cypress Capital Management (Wyoming)
Cypress Capital Management (Wyoming) Sheridan, Wyoming $126M AUM 27.56% 1-Year Est. Return
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's QQQX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2026, closing a stake of 24 shares — an estimated $723 sold.

Pinnacle Wealth Planning Services first reported a position in QQQX in Q4 2025 and held it in 3 quarters. The position peaked at $10.5K in Q4 2025. 92 funds tracked by Wall St. Rank hold QQQX as of Q3 2026.

  • Pinnacle Wealth Planning Services reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 24 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2026, an estimated $723.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2025 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $10.5K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.