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Wilkins Investment Counsel’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Wilkins Investment Counsel’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 		$215K Buy
+7,146
New +$214K 0.03% 118
2026
Q1 		– Sell
-7,146
Closed -$204K – 123
2025
Q4 		$204K Buy
+7,146
New +$199K 0.03% 119

Other funds holding QQQX

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Wilkins Investment Counsel's QQQX Position: Q2 2026 in Review

Wilkins Investment Counsel opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q2 2026: 7,146 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #118 among its holdings. This is a return to the name: Wilkins Investment Counsel previously reported a position in QQQX as recently as Q4 2025.

Wilkins Investment Counsel first reported a position in QQQX in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold QQQX as of Q2 2026.

  • Wilkins Investment Counsel held 7,146 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $215K as of Q2 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new Wilkins Investment Counsel position in Q2 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up 0.03% of Wilkins Investment Counsel's portfolio in Q2 2026, its #118 holding.
  • Wilkins Investment Counsel first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q2 2026.

Based on Wilkins Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.