Fund Activity
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Latest stock portfolios of the world's best investors and hedge funds
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Stocks ranked by hedge fund and large institutional investor activity
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Recent large buys and sells by hedge funds and large institutional investors
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Stocks ranked by analyst price target upside potential
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Latest analyst price targets & ratings by research analysts
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Stock index based on fund manager activity updated each quarter
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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
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-1,436
Closed
-$34.4K
–
1372
2023
Q1
$34.4K
Buy
+1,436
New
+$34.4K
﹤0.01%
624
2016
Q3
$9.4K
Hold
502
–
–
﹤0.01%
613
2016
Q2
$8.97K
Buy
+502
New
+$8.97K
﹤0.01%
1783
2015
Q4
$9.72K
Buy
+502
New
+$9.72K
﹤0.01%
1159
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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