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TCG Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

TCG Advisors’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
2019
Q3 		– Sell
-200
Closed -$5K – 337
2019
Q2 		$5K Hold
200
– – ﹤0.01% 327
2019
Q1 		$5K Buy
+200
New +$4.37K ﹤0.01% 327

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCG Advisors's QQQX Position: Q3 2019 in Review

TCG Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2019, closing a stake of 200 shares — an estimated $5K sold.

TCG Advisors first reported a position in QQQX in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 91 funds tracked by Wall St. Rank hold QQQX as of Q3 2019.

  • TCG Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 200 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2019, an estimated $5K.
  • TCG Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $5K in Q2 2019.
  • 91 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.