SeaCrest Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-965	Closed	-$21K	–	1291
2022 Q2	$21K	Buy	+965	New	+$23.7K	﹤0.01%	1467
2019 Q2	–	Sell	-541	Closed	-$12K	–	1537
2019 Q1	$12K	Hold	541	–	–	﹤0.01%	1477
2018 Q4	$11K	Hold	541	–	–	﹤0.01%	1469
2018 Q3	$13K	Hold	541	–	–	﹤0.01%	1546
2018 Q2	$14K	Hold	541	–	–	﹤0.01%	1493
2018 Q1	$13K	Hold	541	–	–	﹤0.01%	1495
2017 Q4	$13K	Buy	+541	New	+$12.8K	﹤0.01%	1513

Other funds holding QQQX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SeaCrest Wealth Management's QQQX Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2022, closing a stake of 965 shares — an estimated $21K sold.

SeaCrest Wealth Management first reported a position in QQQX in Q4 2017 and held it in 7 quarters. The position peaked at $21K in Q2 2022. 95 funds tracked by Wall St. Rank hold QQQX as of Q3 2022.

SeaCrest Wealth Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 965 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2022, an estimated $21K.
SeaCrest Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $21K in Q2 2022.
95 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.