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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
Q3 		– Sell
-45,069
Closed -$1.36M – 163
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Shaker Financial Services's QQQX Position: Q3 2026 in Review

Shaker Financial Services sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2026, closing a stake of 45,069 shares — an estimated $1.36M sold.

Shaker Financial Services first reported a position in QQQX in Q2 2013 and held it in 28 quarters. The position peaked at $7.24M in Q3 2024. 12 funds tracked by Wall St. Rank hold QQQX as of Q3 2026.

  • Shaker Financial Services reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2026 after selling out during the quarter.
  • Shaker Financial Services sold 45,069 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2026, an estimated $1.36M.
  • Shaker Financial Services first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2013 and held it in 28 quarters.
  • Shaker Financial Services's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $7.24M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.