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

Sunbelt Securities’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 Q1	$48.9K	Hold	1,834	–	–	﹤0.01%	1025
2025 Q4	$52.3K	Hold	1,834	–	–	﹤0.01%	986
2025 Q3	$50.4K	Hold	1,834	–	–	﹤0.01%	1003
2025 Q2	$49.6K	Hold	1,834	–	–	﹤0.01%	937
2025 Q1	$43.6K	Hold	1,834	–	–	﹤0.01%	942
2024 Q4	$49.8K	Hold	1,834	–	–	﹤0.01%	935
2024 Q3	$46.1K	Hold	1,834	–	–	﹤0.01%	962
2024 Q2	$46K	Hold	1,834	–	–	﹤0.01%	928
2024 Q1	$44.3K	Hold	1,834	–	–	﹤0.01%	900
2023 Q4	$42.5K	Sell	1,834 -1,800	-50%	-$40.3K	0.01%	848
2023 Q3	$81.7K	Hold	3,634	–	–	0.01%	698
2023 Q2	$90.6K	Buy	3,634 +1,334	+58%	+$32.4K	0.01%	668
2023 Q1	$54.4K	Buy	+2,300	New	+$52.6K	0.01%	725
2020 Q1	–	Sell	-13,385	Closed	-$322K	–	593
2019 Q4	$322K	Buy	13,385 +1,146	+9%	+$26.8K	0.03%	427
2019 Q3	$271K	Buy	+12,239	New	+$274K	0.03%	438

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Sunbelt Securities's QQQX Position: Q1 2026 in Review

Sunbelt Securities held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q1 2026 at 1,834 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Sunbelt Securities first reported a position in QQQX in Q3 2019 and has held it in 15 quarters since. The position peaked at $322K in Q4 2019. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

Sunbelt Securities held 1,834 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $48.9K as of Q1 2026.
Sunbelt Securities left its Nuveen NASDAQ 100 Dynamic Overwrite Fund share count unchanged in Q1 2026.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1025 holding.
Sunbelt Securities first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2019 and has held it in 15 quarters since.
Sunbelt Securities's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $322K in Q4 2019.
136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.