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

Prestige Wealth 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
2019
Q1 		– Sell
-500
Closed -$10K – 975
2018
Q4 		$10K Buy
+500
New +$11K 0.01% 435

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Prestige Wealth Management Group's QQQX Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2019, closing a stake of 500 shares — an estimated $10K sold.

Prestige Wealth Management Group first reported a position in QQQX in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 89 funds tracked by Wall St. Rank hold QQQX as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 500 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2019, an estimated $10K.
  • Prestige Wealth Management Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $10K in Q4 2018.
  • 89 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.