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

TCI Wealth 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
2023 Q2	–	Sell	-1,115	Closed	-$26.7K	–	1745
2023 Q1	$26.7K	Buy	1,115 +26	+2%	+$595	﹤0.01%	600
2022 Q4	$22.2K	Buy	1,089 +30	+3%	+$656	﹤0.01%	648
2022 Q3	$22K	Buy	1,059 +23	+2%	+$534	﹤0.01%	622
2022 Q2	$23K	Buy	1,036 +19	+2%	+$467	﹤0.01%	598
2022 Q1	$29K	Hold	1,017	–	–	﹤0.01%	550
2021 Q4	$31K	Hold	1,017	–	–	﹤0.01%	530
2021 Q3	$29K	Buy	1,017 +17	+2%	+$502	﹤0.01%	554
2021 Q2	$29K	Hold	1,000	–	–	﹤0.01%	518
2021 Q1	$27K	Buy	+1,000	New	+$26.7K	0.01%	499

Other funds holding QQQX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's QQQX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2023, closing a stake of 1,115 shares — an estimated $26.7K sold.

TCI Wealth Advisors first reported a position in QQQX in Q1 2021 and held it in 9 quarters. The position peaked at $31K in Q4 2021. 105 funds tracked by Wall St. Rank hold QQQX as of Q2 2023.

TCI Wealth Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,115 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2023, an estimated $26.7K.
TCI Wealth Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $31K in Q4 2021.
105 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.