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World Equity Group’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

World Equity 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
2024
Q1 		– Sell
-11,690
Closed -$271K – 354
2023
Q4 		$271K Buy
+11,690
New +$261K 0.05% 268
2023
Q2 		– Sell
-41,267
Closed -$536K – 508
2023
Q1 		$536K Buy
+41,267
New +$944K 0.08% 267

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

World Equity Group's QQQX Position: Q1 2024 in Review

World Equity Group sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2024, closing a stake of 11,690 shares — an estimated $271K sold.

World Equity Group first reported a position in QQQX in Q1 2023 and held it in 2 quarters. The position peaked at $536K in Q1 2023. 122 funds tracked by Wall St. Rank hold QQQX as of Q1 2024.

  • World Equity Group reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q1 2024 after selling out during the quarter.
  • World Equity Group sold 11,690 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q1 2024, an estimated $271K.
  • World Equity Group first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2023 and held it in 2 quarters.
  • World Equity Group's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $536K in Q1 2023.
  • 122 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.