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

Truvestments Capital’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
2024
Q1 		– Sell
-702
Closed -$16.3K – 842
2023
Q4 		$16.3K Buy
+702
New +$15.7K 0.01% 471

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truvestments Capital's QQQX Position: Q1 2024 in Review

Truvestments Capital sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2024, closing a stake of 702 shares — an estimated $16.3K sold.

Truvestments Capital first reported a position in QQQX in Q4 2023 and held it in 1 quarter. The position peaked at $16.3K in Q4 2023. 122 funds tracked by Wall St. Rank hold QQQX as of Q1 2024.

  • Truvestments Capital reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2024 after selling out during the quarter.
  • Truvestments Capital sold 702 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2024, an estimated $16.3K.
  • Truvestments Capital first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2023 and held it in 1 quarter.
  • Truvestments Capital's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $16.3K in Q4 2023.
  • 122 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.