Root Financial Partners
QQQX icon

Root Financial Partners’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Root Financial Partners’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
Q3 		$1.46K Buy
+48
New +$1.45K ﹤0.01% 2784
2026
Q2 		– Sell
-48
Closed -$1.28K – 2500
2026
Q1 		$1.28K Buy
+48
New +$1.33K ﹤0.01% 2498

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Huntleigh Advisors
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D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
High Point Wealth Management
High Point Wealth Management Chester, New Jersey $126M AUM 22.64% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Root Financial Partners's QQQX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2026: 48 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #2784 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in QQQX as recently as Q1 2026.

Root Financial Partners first reported a position in QQQX in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold QQQX as of Q3 2026.

  • Root Financial Partners held 48 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $1.46K as of Q3 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new Root Financial Partners position in Q3 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2784 holding.
  • Root Financial Partners first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.