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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
Q2 		– Sell
-48
Closed -$1.28K – 2500
2026
Q1 		$1.28K Buy
+48
New +$1.33K ﹤0.01% 2498

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Root Financial Partners's QQQX Position: Q2 2026 in Review

Root Financial Partners sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026, closing a stake of 48 shares — an estimated $1.28K sold.

Root Financial Partners first reported a position in QQQX in Q1 2026 and held it in 1 quarter. The position peaked at $1.28K in Q1 2026. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Root Financial Partners reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 48 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $1.28K.
  • Root Financial Partners first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $1.28K in Q1 2026.
  • 152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.