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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

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

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. 152 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.
  • 152 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.