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

Summit Securities Group’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	$9.31K	Buy	+309	New	+$9.24K	﹤0.01%	854

Other funds holding QQQX

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Securities Group's QQQX Position: Q2 2026 in Review

Summit Securities Group opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026: 309 shares worth $9.31K. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings.

153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Summit Securities Group held 309 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $9.31K as of Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new Summit Securities Group position in Q2 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #854 holding.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.