Truist Financial
QQQX icon

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

Truist Financial’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
Q2 		$467K Sell
15,484
-2,740
-15% -$82K ﹤0.01% 2247
2026
Q1 		$486K Buy
18,224
+1,541
+9% +$42.8K ﹤0.01% 2095
2025
Q4 		$476K Sell
16,683
-515
-3% -$14.4K ﹤0.01% 2064
2025
Q3 		$472K Sell
17,198
-932
-5% -$25K ﹤0.01% 2066
2025
Q2 		$480K Buy
18,130
+75
+0.4% +$1.83K ﹤0.01% 1988
2025
Q1 		$429K Sell
18,055
-1,432
-7% -$37.4K ﹤0.01% 1953
2024
Q4 		$527K Sell
19,487
-940
-5% -$24.4K ﹤0.01% 1845
2024
Q3 		$513K Sell
20,427
-3,201
-14% -$78.9K ﹤0.01% 1843
2024
Q2 		$593K Sell
23,628
-8,745
-27% -$209K ﹤0.01% 1870
2024
Q1 		$781K Buy
32,373
+6,954
+27% +$163K ﹤0.01% 1733
2023
Q4 		$588K Sell
25,419
-7,622
-23% -$170K ﹤0.01% 1885
2023
Q3 		$742K Sell
33,041
-9,582
-22% -$226K ﹤0.01% 1707
2023
Q2 		$1.06M Sell
42,623
-3,623
-8% -$87.9K ﹤0.01% 1560
2023
Q1 		$1.11M Sell
46,246
-29,553
-39% -$676K ﹤0.01% 1508
2022
Q4 		$1.55M Buy
75,799
+2,892
+4% +$63.3K ﹤0.01% 1330
2022
Q3 		$1.5M Sell
72,907
-967
-1% -$22.5K ﹤0.01% 1331
2022
Q2 		$1.61M Buy
73,874
+1,785
+2% +$43.9K ﹤0.01% 1327
2022
Q1 		$2.05M Sell
72,089
-25
-0% -$675 ﹤0.01% 1283
2021
Q4 		$2.21M Buy
72,114
+4,497
+7% +$134K ﹤0.01% 1249
2021
Q3 		$1.92M Buy
67,617
+4,991
+8% +$147K ﹤0.01% 1301
2021
Q2 		$1.84M Buy
62,626
+11,301
+22% +$320K ﹤0.01% 1339
2021
Q1 		$1.4M Buy
51,325
+4,291
+9% +$114K ﹤0.01% 1404
2020
Q4 		$1.22M Buy
47,034
+4,663
+11% +$115K ﹤0.01% 1379
2020
Q3 		$1.03M Buy
42,371
+2,880
+7% +$71.3K ﹤0.01% 1355
2020
Q2 		$909K Sell
39,491
-1,981
-5% -$44.1K ﹤0.01% 1332
2020
Q1 		$788K Buy
41,472
+346
+0.8% +$7.78K ﹤0.01% 1359
2019
Q4 		$989K Buy
+41,126
New +$961K ﹤0.01% 1444

Other funds holding QQQX

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial's QQQX Position: Q2 2026 in Review

Truist Financial reduced its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 15% in Q2 2026, selling an estimated $82K and leaving 15,484 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Truist Financial first reported a position in QQQX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.21M in Q4 2021. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Truist Financial held 15,484 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $467K as of Q2 2026.
  • Truist Financial sold 2,740 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $82K.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2247 holding.
  • Truist Financial first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $2.21M in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.