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BOLTON SECURITIES CORPORATION’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$25.3K Buy
+950
New +$26.4K ﹤0.01% 1399
2025
Q3 		$26.1K Buy
+950
New +$25.5K ﹤0.01% 1326
2025
Q1 		$22.6K Buy
+950
New +$24.8K ﹤0.01% 1259

Other funds holding QQQX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's QQQX Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q1 2026: 950 shares worth $25.3K. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in QQQX as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in QQQX in Q1 2025 and has held it in 3 quarters since. The position peaked at $26.1K in Q3 2025. 140 funds tracked by Wall St. Rank hold QQQX as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 950 shares of Nuveen NASDAQ 100 Dynamic Overwrite Fund worth $25.3K as of Q1 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Nuveen NASDAQ 100 Dynamic Overwrite Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1399 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $26.1K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.