SXL
QQQX icon

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

Summit X LLC’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
2020
Q2 		$663K Sell
28,809
-4,986
-15% -$111K 0.25% 97
2020
Q1 		$645K Buy
+33,795
New +$760K 0.3% 84

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Summit X LLC's QQQX Position: Q2 2020 in Review

Summit X LLC reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 15% in Q2 2020, selling an estimated $111K and leaving 28,809 shares worth $663K. The position accounts for 0.25% of the portfolio, ranked #97.

Summit X LLC first reported a position in QQQX in Q1 2020 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold QQQX as of Q2 2020.

  • Summit X LLC held 28,809 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $663K as of Q2 2020.
  • Summit X LLC sold 4,986 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2020, an estimated $111K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.25% of Summit X LLC's portfolio in Q2 2020, its #97 holding.
  • Summit X LLC first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2020 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2020.

Based on Summit X LLC's 13F filing for Q2 2020, filed 13 Aug 2020.