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

Vision Financial Markets’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	$13.8K	Buy	456 +21	+5%	+$628	0.01%	226
2026 Q1	$11.6K	Hold	435	–	–	0.01%	226
2025 Q4	$12.4K	Buy	435 +16	+4%	+$446	0.01%	206
2025 Q3	$11.5K	Buy	419 +9	+2%	+$241	0.01%	238
2025 Q2	$10.8K	Buy	410 +10	+3%	+$244	0.01%	225
2025 Q1	$9.5K	Buy	+400	New	+$10.4K	0.01%	218

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

Vision Financial Markets's QQQX Position: Q2 2026 in Review

Vision Financial Markets increased its Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) stake by 4.8% in Q2 2026, buying an estimated $628 and bringing the position to 456 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #226.

Vision Financial Markets first reported a position in QQQX in Q1 2025 and has held it in 6 quarters since. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

Vision Financial Markets held 456 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $13.8K as of Q2 2026.
Vision Financial Markets bought 21 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $628.
Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.01% of Vision Financial Markets's portfolio in Q2 2026, its #226 holding.
Vision Financial Markets first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2025 and has held it in 6 quarters since.
152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.