Spire Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Spire Wealth 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	$10.6K	Hold	352	–	–	﹤0.01%	1632
2026 Q1	$9.39K	Hold	352	–	–	﹤0.01%	1634
2025 Q4	$10K	Hold	352	–	–	﹤0.01%	1695
2025 Q3	$9.67K	Hold	352	–	–	﹤0.01%	1762
2025 Q2	$9.32K	Hold	352	–	–	﹤0.01%	1742
2025 Q1	$8.36K	Hold	352	–	–	﹤0.01%	1889
2024 Q4	$9.52K	Hold	352	–	–	﹤0.01%	1846
2024 Q3	$8.84K	Hold	352	–	–	﹤0.01%	1670
2024 Q2	$8.83K	Hold	352	–	–	﹤0.01%	1669
2024 Q1	$8.5K	Hold	352	–	–	﹤0.01%	1762
2023 Q4	$8.17K	Hold	352	–	–	﹤0.01%	1813
2023 Q3	$7.91K	Hold	352	–	–	﹤0.01%	1801
2023 Q2	$8.78K	Hold	352	–	–	﹤0.01%	1853
2023 Q1	$8.43K	Hold	352	–	–	﹤0.01%	1908
2022 Q4	$7K	Hold	352	–	–	﹤0.01%	1748
2022 Q3	$7K	Hold	352	–	–	﹤0.01%	1665
2022 Q2	$8K	Hold	352	–	–	﹤0.01%	2000
2022 Q1	$10K	Hold	352	–	–	﹤0.01%	2041
2021 Q4	$11K	Hold	352	–	–	﹤0.01%	2352
2021 Q3	$10K	Hold	352	–	–	﹤0.01%	2105
2021 Q2	$10K	Hold	352	–	–	﹤0.01%	2126
2021 Q1	$10K	Buy	+352	New	+$9.39K	﹤0.01%	2416

Other funds holding QQQX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Spire Wealth Management's QQQX Position: Q2 2026 in Review

Spire Wealth Management held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q2 2026 at 352 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Spire Wealth Management first reported a position in QQQX in Q1 2021 and has held it in 22 quarters since. The position peaked at $11K in Q4 2021. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Spire Wealth Management held 352 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $10.6K as of Q2 2026.
Spire Wealth Management left its Nuveen NASDAQ 100 Dynamic Overwrite Fund share count unchanged in Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1632 holding.
Spire Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $11K in Q4 2021.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.