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ShoreHaven Wealth Partners’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

ShoreHaven Wealth 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
2021
Q2 		– Sell
-524
Closed -$14K – 212
2021
Q1 		$14K Hold
524
– – 0.01% 185
2020
Q4 		$14K Buy
+524
New +$13K 0.01% 163

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UBS Group
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Royal Bank of Canada
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Invesco
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ShoreHaven Wealth Partners's QQQX Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2021, closing a stake of 524 shares — an estimated $14K sold.

ShoreHaven Wealth Partners first reported a position in QQQX in Q4 2020 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 102 funds tracked by Wall St. Rank hold QQQX as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 524 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2021, an estimated $14K.
  • ShoreHaven Wealth Partners first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $14K in Q1 2021.
  • 102 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.