Ramirez Asset Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Ramirez Asset Management’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	-500	Closed	-$13.5K	–	405
2024 Q4	$13.5K	Hold	500	–	–	﹤0.01%	350
2024 Q3	$12.6K	Hold	500	–	–	﹤0.01%	364
2024 Q2	$12.5K	Hold	500	–	–	﹤0.01%	360
2024 Q1	$12.1K	Hold	500	–	–	﹤0.01%	357
2023 Q4	$11.6K	Hold	500	–	–	﹤0.01%	348
2023 Q3	$11.2K	Buy	+500	New	+$11.8K	﹤0.01%	349

Other funds holding QQQX

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ramirez Asset Management's QQQX Position: Q1 2025 in Review

Ramirez Asset Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2025, closing a stake of 500 shares — an estimated $13.5K sold.

Ramirez Asset Management first reported a position in QQQX in Q3 2023 and held it in 6 quarters. The position peaked at $13.5K in Q4 2024. 140 funds tracked by Wall St. Rank hold QQQX as of Q1 2025.

Ramirez Asset Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2025 after selling out during the quarter.
Ramirez Asset Management sold 500 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2025, an estimated $13.5K.
Ramirez Asset Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2023 and held it in 6 quarters.
Ramirez Asset Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $13.5K in Q4 2024.
140 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2025.

Based on Ramirez Asset Management's 13F filing for Q1 2025, filed 7 May 2025.