Retirement Group’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Retirement 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
2024 Q1	$10.3K	Hold	426	–	–	﹤0.01%	470
2023 Q4	$9.86K	Hold	426	–	–	﹤0.01%	452
2023 Q3	$9.57K	Hold	426	–	–	﹤0.01%	417
2023 Q2	$10.6K	Hold	426	–	–	﹤0.01%	399
2023 Q1	$10K	Hold	426	–	–	﹤0.01%	397
2022 Q4	$9K	Buy	426 +11	+3%	+$241	﹤0.01%	365
2022 Q3	$9K	Hold	415	–	–	0.01%	265
2022 Q2	$9K	Hold	415	–	–	﹤0.01%	455
2022 Q1	$12K	Buy	+415	New	+$11.2K	﹤0.01%	431

Other funds holding QQQX

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

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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 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

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

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

KIM

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

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

Retirement Group's QQQX Position: Q1 2024 in Review

Retirement Group held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q1 2024 at 426 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Retirement Group first reported a position in QQQX in Q1 2022 and has held it in 9 quarters since. The position peaked at $12K in Q1 2022. 122 funds tracked by Wall St. Rank hold QQQX as of Q1 2024.

Retirement Group held 426 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $10.3K as of Q1 2024.
Retirement Group left its Nuveen NASDAQ 100 Dynamic Overwrite Fund share count unchanged in Q1 2024.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #470 holding.
Retirement Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2022 and has held it in 9 quarters since.
Retirement Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $12K in Q1 2022.
122 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.