TWM
QQQX icon

TriaGen Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

TriaGen Wealth Management’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 		– Sell
-8,060
Closed -$230K – 197
2025
Q4 		$230K Sell
8,060
-2,891
-26% -$80.6K 0.06% 163
2025
Q3 		$301K Hold
10,951
– – 0.08% 154
2025
Q2 		$290K Hold
10,951
– – 0.09% 150
2025
Q1 		$260K Hold
10,951
– – 0.09% 145
2024
Q4 		$296K Hold
10,951
– – 0.1% 139
2024
Q3 		$275K Hold
10,951
– – 0.09% 149
2024
Q2 		$275K Hold
10,951
– – 0.11% 141
2024
Q1 		$264K Hold
10,951
– – 0.11% 141
2023
Q4 		$254K Hold
10,951
– – 0.12% 137
2023
Q3 		$246K Buy
10,951
+1,276
+13% +$30.1K 0.13% 131
2023
Q2 		$241K Hold
9,675
– – 0.11% 150
2023
Q1 		$232K Buy
+9,675
New +$221K 0.12% 147

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return