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Shaker Financial Services’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Shaker Financial Services’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 		$1.36M Buy
+45,069
New +$1.35M 0.43% 75
2026
Q1 		– Sell
-203,750
Closed -$5.81M – 173
2025
Q4 		$5.81M Buy
203,750
+83,252
+69% +$2.32M 1.84% 8
2025
Q3 		$3.37M Buy
+120,498
New +$3.23M 1.15% 27
2025
Q2 		– Sell
-220,010
Closed -$5.35M – 173
2025
Q1 		$5.35M Buy
220,010
+41,347
+23% +$1.08M 2.08% 8
2024
Q4 		$4.83M Sell
178,663
-105,485
-37% -$2.74M 1.85% 9
2024
Q3 		$7.24M Buy
284,148
+49,996
+21% +$1.23M 2.73% 3
2024
Q2 		$5.96M Buy
234,152
+4,254
+2% +$101K 2.41% 4
2024
Q1 		$5.64M Buy
229,898
+109,094
+90% +$2.56M 2.18% 8
2023
Q4 		$2.8M Buy
120,804
+86,730
+255% +$1.94M 1.15% 32
2023
Q3 		$814K Buy
+34,074
New +$805K 0.38% 84
2022
Q1 		– Sell
-76,139
Closed -$2.33M – 176
2021
Q4 		$2.33M Buy
76,139
+7,613
+11% +$226K 0.82% 39
2021
Q3 		$1.95M Buy
+68,526
New +$2.02M 0.78% 45
2021
Q1 		– Sell
-134,712
Closed -$3.5M – 180
2020
Q4 		$3.5M Buy
134,712
+120,731
+864% +$2.99M 1.46% 14
2020
Q3 		$340K Sell
13,981
-1,019
-7% -$25.2K 0.18% 119
2020
Q2 		$345K Sell
15,000
-150,653
-91% -$3.35M 0.19% 125
2020
Q1 		$3.15M Buy
165,653
+147,539
+815% +$3.32M 2.13% 10
2019
Q4 		$436K Sell
18,114
-42,370
-70% -$991K 0.2% 100
2019
Q3 		$1.34M Buy
60,484
+11,134
+23% +$249K 0.68% 44
2019
Q2 		$1.1M Buy
+49,350
New +$1.1M 0.57% 53
2018
Q4 		– Sell
-167,978
Closed -$4.04M – 149
2018
Q3 		$4.04M Buy
+167,978
New +$4.18M 1.94% 13
2017
Q1 		– Sell
-31,757
Closed -$589K – 129
2016
Q4 		$589K Sell
31,757
-33,065
-51% -$615K 0.35% 77
2016
Q3 		$1.23M Sell
64,822
-26,084
-29% -$483K 0.8% 42
2016
Q2 		$1.62M Buy
+90,906
New +$1.64M 1.13% 32
2015
Q3 		– Sell
-48,563
Closed -$896K – 123
2015
Q2 		$896K Sell
48,563
-14,188
-23% -$269K 0.56% 57
2015
Q1 		$1.18M Buy
+62,751
New +$1.19M 0.73% 51
2014
Q1 		– Sell
-47,614
Closed -$848K – 166
2013
Q4 		$848K Buy
47,614
+29,560
+164% +$507K 0.59% 66
2013
Q3 		$290K Sell
18,054
-12,225
-40% -$199K 0.22% 133
2013
Q2 		$474K Buy
+30,279
New +$481K 0.35% 90

Other funds holding QQQX

SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return