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Steward Partners Investment Advisory’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$86.2K Sell
3,232
-869
-21% -$24.1K ﹤0.01% 2459
2025
Q4 		$117K Hold
4,101
– – ﹤0.01% 2216
2025
Q3 		$113K Sell
4,101
-128
-3% -$3.43K ﹤0.01% 2159
2025
Q2 		$112K Hold
4,229
– – ﹤0.01% 2050
2025
Q1 		$100K Buy
4,229
+869
+26% +$22.7K ﹤0.01% 2016
2024
Q4 		$90.9K Hold
3,360
– – ﹤0.01% 2029
2024
Q3 		$84.4K Hold
3,360
– – ﹤0.01% 1966
2024
Q2 		$84.3K Hold
3,360
– – ﹤0.01% 1863
2024
Q1 		$81.1K Hold
3,360
– – ﹤0.01% 1868
2023
Q4 		$77.8K Hold
3,360
– – ﹤0.01% 1794
2023
Q3 		$75.5K Hold
3,360
– – ﹤0.01% 1713
2023
Q2 		$83.8K Sell
3,360
-2,291
-41% -$55.6K ﹤0.01% 1671
2023
Q1 		$135K Hold
5,651
– – ﹤0.01% 1455
2022
Q4 		$115K Hold
5,651
– – ﹤0.01% 1493
2022
Q3 		$116K Hold
5,651
– – ﹤0.01% 1439
2022
Q2 		$123K Hold
5,651
– – ﹤0.01% 1419
2022
Q1 		$161K Hold
5,651
– – ﹤0.01% 1384
2021
Q4 		$173K Hold
5,651
– – ﹤0.01% 1373
2021
Q3 		$160K Hold
5,651
– – ﹤0.01% 1360
2021
Q2 		$166K Sell
5,651
-446
-7% -$12.6K ﹤0.01% 1681
2021
Q1 		$166K Buy
6,097
+446
+8% +$11.9K ﹤0.01% 1382
2020
Q4 		$147K Hold
5,651
– – ﹤0.01% 1199
2020
Q3 		$138K Hold
5,651
– – ﹤0.01% 1086
2020
Q2 		$130K Sell
5,651
-2,264
-29% -$50.4K ﹤0.01% 1036
2020
Q1 		$150K Sell
7,915
-46
-0.6% -$1.03K 0.01% 875
2019
Q4 		$191K Sell
7,961
-381
-5% -$8.91K 0.01% 900
2019
Q3 		$184K Sell
8,342
-399
-5% -$8.94K 0.01% 874
2019
Q2 		$195K Buy
+8,741
New +$196K 0.01% 825
2018
Q4 		– Sell
-5,404
Closed -$130K – 1815
2018
Q3 		$130K Buy
5,404
+1,344
+33% +$33.4K 0.01% 847
2018
Q2 		$106K Buy
4,060
+35
+0.9% +$923 0.01% 826
2018
Q1 		$99K Hold
4,025
– – 0.01% 776
2017
Q4 		$97K Buy
4,025
+65
+2% +$1.54K 0.01% 647
2017
Q3 		$87K Buy
3,960
+32
+0.8% +$700 0.01% 569
2017
Q2 		$85K Buy
3,928
+33
+0.8% +$714 0.01% 518
2017
Q1 		$80K Hold
3,895
– – 0.01% 466
2016
Q4 		$72K Buy
+3,895
New +$72.5K 0.03% 277

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's QQQX Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 21% in Q1 2026, selling an estimated $24.1K and leaving 3,232 shares worth $86.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Steward Partners Investment Advisory first reported a position in QQQX in Q4 2016 and has held it in 36 quarters since. The position peaked at $195K in Q2 2019. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

  • Steward Partners Investment Advisory held 3,232 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $86.2K as of Q1 2026.
  • Steward Partners Investment Advisory sold 869 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2026, an estimated $24.1K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2459 holding.
  • Steward Partners Investment Advisory first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2016 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $195K in Q2 2019.
  • 136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.