PWPS
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
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

Other funds holding QQQX

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinnacle Wealth Planning Services's QQQX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 88% in Q2 2026, selling an estimated $5.18K and leaving 24 shares worth $723. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Pinnacle Wealth Planning Services first reported a position in QQQX in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.5K in Q4 2025. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 24 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $723 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 173 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $5.18K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2620 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $10.5K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.