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

WealthShield 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
2026
Q2 		– Sell
-9,196
Closed -$245K – 556
2026
Q1 		$245K Buy
9,196
+1,917
+26% +$53.2K 0.03% 315
2025
Q4 		$208K Sell
7,279
-172
-2% -$4.79K 0.02% 337
2025
Q3 		$205K Sell
7,451
-812
-10% -$21.8K 0.02% 338
2025
Q2 		$219K Sell
8,263
-529
-6% -$12.9K 0.03% 310
2025
Q1 		$214K Buy
8,792
+175
+2% +$4.57K 0.03% 306
2024
Q4 		$233K Sell
8,617
-649
-7% -$16.9K 0.03% 266
2024
Q3 		$236K Sell
9,266
-60
-0.6% -$1.48K 0.03% 276
2024
Q2 		$238K Buy
9,326
+129
+1% +$3.08K 0.04% 261
2024
Q1 		$226K Sell
9,197
-519
-5% -$12.2K 0.04% 258
2023
Q4 		$225K Buy
9,716
+114
+1% +$2.55K 0.04% 268
2023
Q3 		$220K Sell
9,602
-4,808
-33% -$114K 0.03% 280
2023
Q2 		$365K Buy
14,410
+678
+5% +$16.5K 0.06% 227
2023
Q1 		$335K Sell
13,732
-2,487
-15% -$56.9K 0.05% 237
2022
Q4 		$331K Sell
16,219
-5,022
-24% -$110K 0.06% 235
2022
Q3 		$446K Buy
21,241
+937
+5% +$21.8K 0.09% 204
2022
Q2 		$453K Sell
20,304
-829
-4% -$20.4K 0.09% 211
2022
Q1 		$612K Buy
+21,133
New +$571K 0.1% 209
2021
Q2 		– Sell
-553
Closed -$15K – 1064
2021
Q1 		$15K Buy
+553
New +$14.8K ﹤0.01% 726
2020
Q4 		– Sell
-23,857
Closed -$581K – 380
2020
Q3 		$581K Buy
+23,857
New +$591K 0.2% 113

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

WealthShield Partners's QQQX Position: Q2 2026 in Review

WealthShield Partners sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026, closing a stake of 9,196 shares — an estimated $245K sold.

WealthShield Partners first reported a position in QQQX in Q3 2020 and held it in 19 quarters. The position peaked at $612K in Q1 2022. 152 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • WealthShield Partners reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 9,196 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q2 2026, an estimated $245K.
  • WealthShield Partners first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q3 2020 and held it in 19 quarters.
  • WealthShield Partners's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $612K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.