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WealthPLAN Partners’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-1,436
Closed -$34.4K – 1372
2023
Q1 		$34.4K Buy
+1,436
New +$32.8K ﹤0.01% 624
2016
Q3 		$9.4K Hold
502
– – ﹤0.01% 613
2016
Q2 		$8.97K Buy
+502
New +$9.04K ﹤0.01% 1783
2015
Q4 		$9.72K Buy
+502
New +$9.59K ﹤0.01% 1159

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's QQQX Position: Q2 2023 in Review

WealthPLAN Partners sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2023, closing a stake of 1,436 shares — an estimated $34.4K sold.

WealthPLAN Partners first reported a position in QQQX in Q4 2015 and held it in 4 quarters. The position peaked at $34.4K in Q1 2023. 105 funds tracked by Wall St. Rank hold QQQX as of Q2 2023.

  • WealthPLAN Partners reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,436 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2023, an estimated $34.4K.
  • WealthPLAN Partners first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $34.4K in Q1 2023.
  • 105 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.