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U.S. Capital Wealth Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-908
Closed -$18.5K – 1311
2022
Q4 		$18.5K Buy
+908
New +$19.9K ﹤0.01% 1123

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

U.S. Capital Wealth Advisors's QQQX Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2023, closing a stake of 908 shares — an estimated $18.5K sold.

U.S. Capital Wealth Advisors first reported a position in QQQX in Q4 2022 and held it in 1 quarter. The position peaked at $18.5K in Q4 2022. 105 funds tracked by Wall St. Rank hold QQQX as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 908 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2023, an estimated $18.5K.
  • U.S. Capital Wealth Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $18.5K in Q4 2022.
  • 105 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.