Western Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Western Wealth Management’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 Q4	–	Sell	-44,193	Closed	-$993K	–	710
2023 Q3	$993K	Sell	44,193 -290	-0.7%	-$6.85K	0.08%	252
2023 Q2	$1.11M	Buy	44,483 +32,050	+258%	+$778K	0.09%	221
2023 Q1	$298K	Buy	+12,433	New	+$284K	0.03%	499
2022 Q4	–	Sell	-16,466	Closed	-$338K	–	762
2022 Q3	$338K	Buy	16,466 +7,200	+78%	+$167K	0.02%	597
2022 Q2	$202K	Hold	9,266	–	–	0.01%	738
2022 Q1	$264K	Buy	+9,266	New	+$250K	0.01%	715

Other funds holding QQQX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Western Wealth Management's QQQX Position: Q4 2023 in Review

Western Wealth Management sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q4 2023, closing a stake of 44,193 shares — an estimated $993K sold.

Western Wealth Management first reported a position in QQQX in Q1 2022 and held it in 6 quarters. The position peaked at $1.11M in Q2 2023. 119 funds tracked by Wall St. Rank hold QQQX as of Q4 2023.

Western Wealth Management reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q4 2023 after selling out during the quarter.
Western Wealth Management sold 44,193 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q4 2023, an estimated $993K.
Western Wealth Management first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2022 and held it in 6 quarters.
Western Wealth Management's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $1.11M in Q2 2023.
119 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q4 2023.

Based on Western Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.