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 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

TriaGen Wealth Management's QQQX Position: Q1 2026 in Review

TriaGen Wealth Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2026, closing a stake of 8,060 shares — an estimated $230K sold.

TriaGen Wealth Management first reported a position in QQQX in Q1 2023 and held it in 12 quarters. The position peaked at $301K in Q3 2025. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

TriaGen Wealth Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
TriaGen Wealth Management sold 8,060 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2026, an estimated $230K.
TriaGen Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2023 and held it in 12 quarters.
TriaGen Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $301K in Q3 2025.
136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.