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Stratos Wealth Partners’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Stratos Wealth Partners’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 		$856K Sell
28,395
-1,454
-5% -$43.5K 0.01% 917
2026
Q1 		$796K Sell
29,849
-499
-2% -$13.8K 0.01% 884
2025
Q4 		$866K Buy
30,348
+3,331
+12% +$92.8K 0.01% 825
2025
Q3 		$742K Buy
27,017
+7,893
+41% +$212K 0.01% 870
2025
Q2 		$506K Sell
19,124
-4,297
-18% -$105K 0.01% 922
2025
Q1 		$556K Buy
23,421
+170
+0.7% +$4.44K 0.01% 842
2024
Q4 		$629K Buy
23,251
+6,518
+39% +$170K 0.01% 844
2024
Q3 		$420K Buy
16,733
+2,624
+19% +$64.7K 0.01% 994
2024
Q2 		$354K Buy
14,109
+55
+0.4% +$1.31K 0.01% 1032
2024
Q1 		$339K Buy
14,054
+5,154
+58% +$121K 0.01% 1044
2023
Q4 		$206K Buy
+8,900
New +$199K ﹤0.01% 1261
2022
Q2 		– Sell
-8,170
Closed -$232K – 1281
2022
Q1 		$232K Buy
8,170
+598
+8% +$16.2K 0.01% 1103
2021
Q4 		$232K Buy
7,572
+291
+4% +$8.65K 0.01% 1105
2021
Q3 		$207K Buy
+7,281
New +$215K 0.01% 1090
2020
Q4 		– Sell
-15,750
Closed -$383K – 1109
2020
Q3 		$383K Buy
15,750
+23
+0.1% +$569 0.01% 703
2020
Q2 		$362K Sell
15,727
-284
-2% -$6.32K 0.01% 707
2020
Q1 		$304K Sell
16,011
-320
-2% -$7.19K 0.01% 686
2019
Q4 		$393K Sell
16,331
-1,189
-7% -$27.8K 0.02% 664
2019
Q3 		$388K Sell
17,520
-194
-1% -$4.35K 0.02% 643
2019
Q2 		$396K Sell
17,714
-3,050
-15% -$68.2K 0.02% 642
2019
Q1 		$462K Sell
20,764
-1,229
-6% -$26.9K 0.02% 575
2018
Q4 		$440K Buy
21,993
+528
+2% +$11.7K 0.02% 547
2018
Q3 		$516K Buy
21,465
+200
+0.9% +$4.97K 0.02% 531
2018
Q2 		$557K Sell
21,265
-1,955
-8% -$51.5K 0.02% 538
2018
Q1 		$573K Sell
23,220
-3,845
-14% -$95.3K 0.02% 509
2017
Q4 		$655K Buy
27,065
+4,789
+21% +$113K 0.03% 456
2017
Q3 		$493K Buy
+22,276
New +$488K 0.02% 513
2015
Q3 		– Sell
-10,619
Closed -$196K – 592
2015
Q2 		$196K Sell
10,619
-356
-3% -$6.75K 0.03% 473
2015
Q1 		$208K Buy
10,975
+356
+3% +$6.77K 0.02% 546
2014
Q4 		$204K Buy
+10,619
New +$212K 0.04% 446

Other funds holding QQQX

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stratos Wealth Partners's QQQX Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 4.9% in Q2 2026, selling an estimated $43.5K and leaving 28,395 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #917.

Stratos Wealth Partners first reported a position in QQQX in Q4 2014 and has held it in 30 quarters since. The position peaked at $866K in Q4 2025. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Stratos Wealth Partners held 28,395 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $856K as of Q2 2026.
  • Stratos Wealth Partners sold 1,454 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $43.5K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #917 holding.
  • Stratos Wealth Partners first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2014 and has held it in 30 quarters since.
  • Stratos Wealth Partners's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $866K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.