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Richards, Merrill & Peterson’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Richards, Merrill & Peterson’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
-300
Closed -$7.13K – 411
2025
Q1 		$7.13K Hold
300
– – ﹤0.01% 420
2024
Q4 		$8.12K Buy
+300
New +$7.8K ﹤0.01% 399

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Richards, Merrill & Peterson's QQQX Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2025, closing a stake of 300 shares — an estimated $7.13K sold.

Richards, Merrill & Peterson first reported a position in QQQX in Q4 2024 and held it in 2 quarters. The position peaked at $8.12K in Q4 2024. 131 funds tracked by Wall St. Rank hold QQQX as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 300 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2025, an estimated $7.13K.
  • Richards, Merrill & Peterson first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $8.12K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.