Shulman DeMeo Asset Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Shulman DeMeo Asset 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
2026 Q2	$1.33M	Sell	44,170 -1,659	-4%	-$49.6K	0.25%	32
2026 Q1	$1.22M	Buy	+45,829	New	+$1.27M	0.26%	32
2021 Q2	–	Sell	-61,859	Closed	-$1.68M	–	127
2021 Q1	$1.68M	Sell	61,859 -5,182	-8%	-$138K	0.46%	20
2020 Q4	$1.74M	Sell	67,041 -2,510	-4%	-$62.1K	0.5%	20
2020 Q3	$1.69M	Buy	+69,551	New	+$1.72M	0.57%	18
2019 Q4	–	Sell	-77,045	Closed	-$1.71M	–	143
2019 Q3	$1.71M	Buy	+77,045	New	+$1.73M	0.57%	21

Other funds holding QQQX

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

HPWM

High Point Wealth Management Chester, New Jersey $122M AUM

SCM

Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Shulman DeMeo Asset Management's QQQX Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 3.6% in Q2 2026, selling an estimated $49.6K and leaving 44,170 shares worth $1.33M. The position accounts for 0.25% of the portfolio, ranked #32.

Shulman DeMeo Asset Management first reported a position in QQQX in Q3 2019 and has held it in 6 quarters since. The position peaked at $1.74M in Q4 2020. 42 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Shulman DeMeo Asset Management held 44,170 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $1.33M as of Q2 2026.
Shulman DeMeo Asset Management sold 1,659 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $49.6K.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.25% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #32 holding.
Shulman DeMeo Asset Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2019 and has held it in 6 quarters since.
Shulman DeMeo Asset Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $1.74M in Q4 2020.
42 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.