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Wood Tarver Financial Group’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-172
Closed -$4K – 519
2025
Q2 		$4K Hold
172
– – ﹤0.01% 483
2025
Q1 		$4.08K Hold
172
– – ﹤0.01% 477
2024
Q4 		$4K Buy
+172
New +$4.47K ﹤0.01% 468

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wood Tarver Financial Group's QQQX Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2025, closing a stake of 172 shares — an estimated $4K sold.

Wood Tarver Financial Group first reported a position in QQQX in Q4 2024 and held it in 3 quarters. The position peaked at $4.08K in Q1 2025. 140 funds tracked by Wall St. Rank hold QQQX as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 172 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2025, an estimated $4K.
  • Wood Tarver Financial Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $4.08K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.