PSI Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

PSI Advisors’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
2025 Q1	–	Sell	-31	Closed	-$826	–	901
2024 Q4	$826	Buy	31 +1	+3%	+$26	﹤0.01%	792
2024 Q3	$741	Buy	30 +1	+3%	+$25	﹤0.01%	798
2024 Q2	$727	Buy	+29	New	+$692	﹤0.01%	777

Other funds holding QQQX

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PSI Advisors's QQQX Position: Q1 2025 in Review

PSI Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2025, closing a stake of 31 shares — an estimated $826 sold.

PSI Advisors first reported a position in QQQX in Q2 2024 and held it in 3 quarters. The position peaked at $826 in Q4 2024. 139 funds tracked by Wall St. Rank hold QQQX as of Q1 2025.

PSI Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 31 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2025, an estimated $826.
PSI Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2024 and held it in 3 quarters.
PSI Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $826 in Q4 2024.
139 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.