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Stonebridge Financial Group (Pennsylvania)’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-525
Closed -$12.5K – 767
2025
Q1 		$12.5K Hold
525
– – ﹤0.01% 560
2024
Q4 		$14.2K Buy
+525
New +$13.7K ﹤0.01% 547

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Invesco
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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s QQQX Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2025, closing a stake of 525 shares — an estimated $12.5K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in QQQX in Q4 2024 and held it in 2 quarters. The position peaked at $14.2K in Q4 2024. 131 funds tracked by Wall St. Rank hold QQQX as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 525 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2025, an estimated $12.5K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $14.2K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.