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Summit Financial’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Summit Financial’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 		$267K Sell
8,632
-1,231
-12% -$36.8K ﹤0.01% 1385
2026
Q1 		$269K Buy
9,863
+91
+0.9% +$2.53K ﹤0.01% 1231
2025
Q4 		$279K Sell
9,772
-786
-7% -$21.9K ﹤0.01% 1106
2025
Q3 		$290K Buy
10,558
+653
+7% +$17.5K ﹤0.01% 1076
2025
Q2 		$267K Buy
+9,905
New +$242K 0.01% 716

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

Summit Financial's QQQX Position: Q2 2026 in Review

Summit Financial reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 12% in Q2 2026, selling an estimated $36.8K and leaving 8,632 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Summit Financial first reported a position in QQQX in Q2 2025 and has held it in 5 quarters since. The position peaked at $290K in Q3 2025. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Summit Financial held 8,632 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $267K as of Q2 2026.
  • Summit Financial sold 1,231 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $36.8K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1385 holding.
  • Summit Financial first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $290K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.