Vermillion Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Vermillion 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 Q2	$6.72K	Buy	223 +22	+11%	+$658	﹤0.01%	1308
2026 Q1	$5.36K	Sell	201 -36	-15%	-$999	﹤0.01%	492
2025 Q4	$6.76K	Hold	237	–	–	﹤0.01%	417
2025 Q3	$6.51K	Hold	237	–	–	﹤0.01%	1248
2025 Q2	$6.27K	Hold	237	–	–	﹤0.01%	373
2025 Q1	$5.63K	Hold	237	–	–	﹤0.01%	1091
2024 Q4	$6.41K	Buy	+237	New	+$6.16K	﹤0.01%	374

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vermillion Wealth Management's QQQX Position: Q2 2026 in Review

Vermillion Wealth Management increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 11% in Q2 2026, buying an estimated $658 and bringing the position to 223 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Vermillion Wealth Management first reported a position in QQQX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.76K in Q4 2025. 153 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Vermillion Wealth Management held 223 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $6.72K as of Q2 2026.
Vermillion Wealth Management bought 22 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $658.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1308 holding.
Vermillion Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $6.76K in Q4 2025.
153 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.