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Wealth Preservation Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Wealth Preservation 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
2026
Q1 		– Sell
-221
Closed -$6.3K – 1159
2025
Q4 		$6.3K Hold
221
– – ﹤0.01% 348
2025
Q3 		$6.07K Hold
221
– – ﹤0.01% 343
2025
Q2 		$5.85K Hold
221
– – ﹤0.01% 344
2025
Q1 		$5.25K Buy
+221
New +$5.77K ﹤0.01% 373

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Preservation Advisors's QQQX Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2026, closing a stake of 221 shares — an estimated $6.3K sold.

Wealth Preservation Advisors first reported a position in QQQX in Q1 2025 and held it in 4 quarters. The position peaked at $6.3K in Q4 2025. 136 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 221 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2026, an estimated $6.3K.
  • Wealth Preservation Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $6.3K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.