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Retirement Planning Company of New England’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Retirement Planning Company of New England’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
Q2 		– Sell
-16,194
Closed -$5.82M – 241
2025
Q1 		$5.82M Buy
+16,194
New +$423K 2.9% 3
2022
Q1 		– Sell
-3,931
Closed -$120K – 715
2021
Q4 		$120K Buy
+3,931
New +$117K 0.06% 281

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Retirement Planning Company of New England's QQQX Position: Q2 2025 in Review

Retirement Planning Company of New England sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2025, closing a stake of 16,194 shares — an estimated $5.82M sold.

Retirement Planning Company of New England first reported a position in QQQX in Q4 2021 and held it in 2 quarters. The position peaked at $5.82M in Q1 2025. 131 funds tracked by Wall St. Rank hold QQQX as of Q2 2025.

  • Retirement Planning Company of New England reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • Retirement Planning Company of New England sold 16,194 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2025, an estimated $5.82M.
  • Retirement Planning Company of New England first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2021 and held it in 2 quarters.
  • Retirement Planning Company of New England's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $5.82M in Q1 2025.
  • 131 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2025.

Based on Retirement Planning Company of New England's 13F filing for Q2 2025, filed 12 Aug 2025.