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Romano Brothers & Co’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-750
Closed -$15.3K – 810
2022
Q4 		$15.3K Buy
+750
New +$16.4K ﹤0.01% 661

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Romano Brothers & Co's QQQX Position: Q1 2023 in Review

Romano Brothers & Co sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2023, closing a stake of 750 shares — an estimated $15.3K sold.

Romano Brothers & Co first reported a position in QQQX in Q4 2022 and held it in 1 quarter. The position peaked at $15.3K in Q4 2022. 105 funds tracked by Wall St. Rank hold QQQX as of Q1 2023.

  • Romano Brothers & Co reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 750 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2023, an estimated $15.3K.
  • Romano Brothers & Co first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $15.3K in Q4 2022.
  • 105 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.