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Sonora Investment Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Sonora Investment 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
2019
Q2 		– Sell
-295
Closed -$7K – 1722
2019
Q1 		$7K Buy
+295
New +$6.45K ﹤0.01% 1167

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Sonora Investment Management's QQQX Position: Q2 2019 in Review

Sonora Investment Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2019, closing a stake of 295 shares — an estimated $7K sold.

Sonora Investment Management first reported a position in QQQX in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 91 funds tracked by Wall St. Rank hold QQQX as of Q2 2019.

  • Sonora Investment Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2019 after selling out during the quarter.
  • Sonora Investment Management sold 295 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2019, an estimated $7K.
  • Sonora Investment Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2019 and held it in 1 quarter.
  • Sonora Investment Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $7K in Q1 2019.
  • 91 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.