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

Register Financial 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
2026 Q2	$260K	Sell	8,615 -1,500	-15%	-$44.9K	0.08%	212
2026 Q1	$270K	Hold	10,115	–	–	0.1%	188
2025 Q4	$288K	Hold	10,115	–	–	0.11%	162
2025 Q3	$278K	Hold	10,115	–	–	0.11%	165
2025 Q2	$268K	Hold	10,115	–	–	0.12%	163
2025 Q1	$240K	Sell	10,115 -350	-3%	-$9.14K	0.13%	159
2024 Q4	$283K	Buy	10,465 +11	+0.1%	+$286	0.14%	143
2024 Q3	$263K	Buy	10,454 +12	+0.1%	+$296	0.13%	147
2024 Q2	$262K	Buy	10,442 +2,011	+24%	+$48K	0.13%	145
2024 Q1	$204K	Buy	+8,431	New	+$198K	0.11%	165
2023 Q4	–	Sell	-7,906	Closed	-$178K	–	548
2023 Q3	$178K	Sell	7,906 -640	-7%	-$15.1K	0.13%	146
2023 Q2	$213K	Sell	8,546 -2,889	-25%	-$70.1K	0.15%	131
2023 Q1	$274K	Hold	11,435	–	–	0.22%	106
2022 Q4	$234K	Buy	+11,435	New	+$250K	0.15%	141

Other funds holding QQQX

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return