UB
QQQX icon

UMB Bank’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

UMB Bank’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 		$4.1K Hold
136
– – ﹤0.01% 2123
2026
Q1 		$3.63K Hold
136
– – ﹤0.01% 2089
2025
Q4 		$3.88K Buy
+136
New +$3.79K ﹤0.01% 2071

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

UMB Bank's QQQX Position: Q2 2026 in Review

UMB Bank held its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) position steady in Q2 2026 at 136 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

UMB Bank first reported a position in QQQX in Q4 2025 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • UMB Bank held 136 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $4.1K as of Q2 2026.
  • UMB Bank left its Nuveen NASDAQ 100 Dynamic Overwrite Fund share count unchanged in Q2 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2123 holding.
  • UMB Bank first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2025 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.