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QQQX icon

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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return