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Rowland Carmichael Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Rowland Carmichael Advisors’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
2020
Q4 		$1.07M Buy
41,144
+3,488
+9% +$86.3K 0.34% 71
2020
Q3 		$917K Buy
37,656
+4,698
+14% +$116K 0.36% 74
2020
Q2 		$758K Buy
+32,958
New +$734K 0.32% 80

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rowland Carmichael Advisors's QQQX Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 9.3% in Q4 2020, buying an estimated $86.3K and bringing the position to 41,144 shares worth $1.07M. The position accounts for 0.34% of the portfolio, ranked #71.

Rowland Carmichael Advisors first reported a position in QQQX in Q2 2020 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold QQQX as of Q4 2020.

  • Rowland Carmichael Advisors held 41,144 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $1.07M as of Q4 2020.
  • Rowland Carmichael Advisors bought 3,488 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2020, an estimated $86.3K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.34% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #71 holding.
  • Rowland Carmichael Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2020 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.