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

TCWP’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
2022
Q2 		– Sell
-656
Closed -$18K – 1378
2022
Q1 		$18K Buy
+656
New +$17.7K ﹤0.01% 729

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCWP's QQQX Position: Q2 2022 in Review

TCWP sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2022, closing a stake of 656 shares — an estimated $18K sold.

TCWP first reported a position in QQQX in Q1 2022 and held it in 1 quarter. The position peaked at $18K in Q1 2022. 102 funds tracked by Wall St. Rank hold QQQX as of Q2 2022.

  • TCWP reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 656 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2022, an estimated $18K.
  • TCWP first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2022 and held it in 1 quarter.
  • TCWP's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $18K in Q1 2022.
  • 102 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.