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 Q1	$1.28K	Buy	+48	New	+$1.33K	﹤0.01%	2498

Other funds holding QQQX

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's QQQX Position: Q1 2026 in Review

Root Financial Partners opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2026: 48 shares worth $1.28K. The stake represents ﹤0.01% of the portfolio and ranks #2498 among its holdings.

136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

Root Financial Partners held 48 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $1.28K as of Q1 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new Root Financial Partners position in Q1 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2498 holding.
136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.