Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) — Institutional Holders, Q2 2026
153 institutional investment managers reported a QQQX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $396.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
QQQX in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Allspring Global InvestmentsAdded · +140,000 sh+$4.2M
- LPL FinancialAdded · +103,632 sh+$3.1M
- GUGGENHEIM CAPITALAdded · +78,866 sh+$2.4M
- NewEdge AdvisorsNew · +57,584 sh+$1.7M
- IHT Wealth ManagementNew · +52,731 sh+$1.6M
Biggest sellers
- Karpus ManagementTrimmed · -243,109 sh-$7.3M
- Invesco Ltd.Trimmed · -166,186 sh-$5.0M
- 1607 Capital PartnersTrimmed · -90,838 sh-$2.7M
- MORGAN STANLEYTrimmed · -68,692 sh-$2.1M
- Advisor OSTrimmed · -54,913 sh-$1.7M
QQQX 13F holders ranked 1–100 of 153
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 1,877,709 sh | 1,877,709 | $56.6M | <0.01% | -3.5% |
| 2 | Karpus Management#2 · 1,393,850 sh | 1,393,850 | $42.0M | 1.21% | -14.9% |
| 3 | WELLS FARGO & COMPANY#3 · 1,220,343 sh | 1,220,343 | $36.8M | <0.01% | -2.2% |
| 4 | UBS Group AG#4 · 742,278 sh | 742,278 | $22.4M | <0.01% | +2.0% |
| 5 | LPL Financial#5 · 740,519 sh | 740,519 | $22.3M | <0.01% | +16.3% |
| 6 | Allspring Global Investments#6 · 738,826 sh | 738,826 | $22.3M | 0.03% | +23.4% |
| 7 | ROYAL BANK OF CANADA#7 · 735,304 sh | 735,304 | $22.2M | <0.01% | -1.4% |
| 8 | GUGGENHEIM CAPITAL#8 · 647,564 sh | 647,564 | $19.5M | 0.12% | +13.9% |
| 9 | Invesco Ltd.#9 · 613,256 sh | 613,256 | $18.5M | <0.01% | -21.3% |
| 10 | RAYMOND JAMES FINANCIAL#10 · 425,446 sh | 425,446 | $12.8M | <0.01% | +1.5% |
| 11 | BANK OF AMERICA#11 · 343,339 sh | 343,339 | $10.3M | <0.01% | -8.6% |
| 12 | HighTower Advisors#12 · 261,637 sh | 261,637 | $7.9M | <0.01% | -0.7% |
| 13 | Advisors Asset Management#13 · 261,137 sh | 261,137 | $7.9M | 0.12% | +7.1% |
| 14 | 1607 Capital Partners#14 · 245,130 sh | 245,130 | $7.4M | 0.64% | -27.0% |
| 15 | Janney Montgomery Scott#15 · 236,913 sh | 236,913 | $7.1M | 0.01% | +0.5% |
| 16 | OSAIC#16 · 214,358 sh | 214,358 | $6.5M | <0.01% | +0.7% |
| 17 | Cypress Capital Management (WY)#17 · 192,683 sh | 192,683 | $5.9M | 4.97% | +8.3% |
| 18 | AMERIPRISE FINANCIAL#18 · 173,377 sh | 173,377 | $5.2M | <0.01% | -8.5% |
| 19 | D.A. DAVIDSON#19 · 107,359 sh | 107,359 | $3.2M | 0.02% | +6.6% |
| 20 | Advisor OS#20 · 72,477 sh | 72,477 | $2.2M | 0.15% | -43.1% |
| 21 | Huntleigh Advisors#21 · 62,716 sh | 62,716 | $1.9M | 0.26% | +172.1% |
| 22 | PMG Family Office#22 · 60,839 sh | 60,839 | $1.9M | — | +1.0% |
| 23 | COMMONWEALTH EQUITY SERVICES#23 · 61,181 sh | 61,181 | $1.8M | <0.01% | -6.6% |
| 24 | Cetera Investment Advisers#24 · 59,971 sh | 59,971 | $1.8M | <0.01% | +7.7% |
| 25 | MONECO Advisors#25 · 59,742 sh | 59,742 | $1.8M | 0.11% | -1.7% |
| 26 | NewEdge Advisors#26 · 57,584 sh | 57,584 | $1.7M | <0.01% | New |
| 27 | FIRST ADVISORS#27 · 56,020 sh | 56,020 | $1.7M | <0.01% | -0.5% |
| 28 | High Point Wealth Management#28 · 53,804 sh | 53,804 | $1.6M | 1.33% | +20.8% |
| 29 | IHT Wealth Management#29 · 52,731 sh | 52,731 | $1.6M | 0.03% | New |
| 30 | AXXCESS WEALTH MANAGEMENT#30 · 46,420 sh | 46,420 | $1.4M | — | New |
| 31 | SCHNIEDERS CAPITAL MANAGEMENT#31 · 46,015 sh | 46,015 | $1.4M | 0.18% | -1.1% |
| 32 | Shaker Financial Services#32 · 45,069 sh | 45,069 | $1.4M | — | New |
| 33 | Shulman DeMeo Asset Management#33 · 44,170 sh | 44,170 | $1.3M | — | -3.6% |
| 34 | Ionic Capital Management#34 · 43,447 sh | 43,447 | $1.3M | 0.19% | -34.3% |
| 35 | Hennion & Walsh Asset Management#35 · 34,937 sh | 34,937 | $1.1M | — | +136.8% |
| 36 | Rockefeller Capital Management L.P.#36 · 34,702 sh | 34,702 | $1.0M | <0.01% | +10.1% |
| 37 | Arkadios Wealth Advisors#37 · 31,690 sh | 31,690 | $955.1K | 0.01% | +0.4% |
| 38 | WILEY BROS.-AINTREE CAPITAL#38 · 31,679 sh | 31,679 | $954.9K | <0.01% | +3.2% |
| 39 | TCG Advisory Services#39 · 28,643 sh | 28,643 | $863.3K | 0.02% | +1.7% |
| 40 | Stratos Wealth Partners, LTD.#40 · 28,395 sh | 28,395 | $855.8K | <0.01% | -4.9% |
| 41 | Dakota Wealth Management#41 · 28,040 sh | 28,040 | $845.1K | 0.02% | -22.1% |
| 42 | ENVESTNET ASSET MANAGEMENT#42 · 26,774 sh | 26,774 | $807.0K | <0.01% | +22.6% |
| 43 | Advisory Advocates#43 · 25,648 sh | 25,648 | $773.0K | 0.66% | +0.4% |
| 44 | Kestra Advisory Services#44 · 24,738 sh | 24,738 | $745.6K | <0.01% | -66.3% |
| 45 | Baird Financial Group#45 · 23,835 sh | 23,835 | $718.4K | <0.01% | +12.1% |
| 46 | PNC FINANCIAL SERVICES GROUP#46 · 23,543 sh | 23,543 | $709.6K | <0.01% | -12.5% |
| 47 | MERCER GLOBAL ADVISORS#47 · 22,727 sh | 22,727 | $685.0K | <0.01% | -18.5% |
| 48 | Private Advisor Group#48 · 22,164 sh | 22,164 | $668.0K | <0.01% | -26.8% |
| 49 | Alteri Wealth#49 · 20,790 sh | 20,790 | $626.6K | 0.17% | +0.1% |
| 50 | PFG Investments#50 · 19,736 sh | 19,736 | $594.9K | 0.02% | -30.4% |
| 51 | Focus Partners Wealth#51 · 18,921 sh | 18,921 | $570.3K | <0.01% | +13.0% |
| 52 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#52 · 18,268 sh | 18,268 | $550.6K | <0.01% | +27.3% |
| 53 | Moors & Cabot#53 · 18,174 sh | 18,174 | $547.8K | 0.02% | -0.3% |
| 54 | SAPIENT CAPITAL#54 · 16,814 sh | 16,814 | $519.2K | — | 0.0% |
| 55 | Avory & Company#55 · 17,157 sh | 17,157 | $517.1K | — | 0.0% |
| 56 | GOLDMAN SACHS GROUP#56 · 16,550 sh | 16,550 | $498.8K | 0.00% | +96.5% |
| 57 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#57 · 16,531 sh | 16,531 | $498.2K | 0.00% | -28.7% |
| 58 | DAVENPORT#58 · 16,500 sh | 16,500 | $497.3K | — | -5.7% |
| 59 | Cyndeo Wealth Partners#59 · 16,408 sh | 16,408 | $494.5K | — | 0.0% |
| 60 | Mutual Advisors#60 · 16,228 sh | 16,228 | $489.1K | <0.01% | -4.0% |
| 61 | Dynamic Advisor Solutions#61 · 16,017 sh | 16,017 | $482.8K | — | +1.5% |
| 62 | WEDBUSH SECURITIES#62 · 15,941 sh | 15,941 | $480.0K | — | +21.1% |
| 63 | KINGSWOOD WEALTH ADVISORS#63 · 15,826 sh | 15,826 | $477.0K | — | +14.4% |
| 64 | TRUIST FINANCIAL#64 · 15,484 sh | 15,484 | $466.7K | <0.01% | -15.0% |
| 65 | Pathstone#65 · 15,393 sh | 15,393 | $466.2K | <0.01% | +71.1% |
| 66 | Sanctuary Advisors#66 · 14,594 sh | 14,594 | $439.9K | <0.01% | -3.2% |
| 67 | Tulsa Wealth Advisors#67 · 14,257 sh | 14,257 | $429.7K | 0.06% | -5.0% |
| 68 | NBC SECURITIES#68 · 14,248 sh | 14,248 | $429.4K | — | -23.4% |
| 69 | Aviance Capital Partners#69 · 14,080 sh | 14,080 | $424.4K | 0.04% | +1.3% |
| 70 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#70 · 13,615 sh | 13,615 | $413.3K | 0.02% | +1.5% |
| 71 | J.W. COLE ADVISORS#71 · 13,390 sh | 13,390 | $403.6K | <0.01% | New |
| 72 | CAPTRUST FINANCIAL ADVISORS#72 · 13,033 sh | 13,033 | $392.8K | <0.01% | -0.4% |
| 73 | Diversify Advisory Services#73 · 13,146 sh | 13,146 | $387.1K | — | New |
| 74 | DIVERSIFY WEALTH MANAGEMENT#74 · 13,146 sh | 13,146 | $387.1K | — | -0.5% |
| 75 | Diversified Enterprises#75 · 12,732 sh | 12,732 | $383.7K | — | +0.3% |
| 76 | Beacon Pointe Advisors#76 · 12,199 sh | 12,199 | $367.7K | <0.01% | New |
| 77 | Chancellor Financial Group WB#77 · 12,128 sh | 12,128 | $365.5K | 0.23% | +19.8% |
| 78 | STIFEL FINANCIAL#78 · 11,227 sh | 11,227 | $338.4K | <0.01% | -5.2% |
| 79 | Mariner#79 · 11,110 sh | 11,110 | $334.9K | <0.01% | -18.1% |
| 80 | FIFTH THIRD BANCORP#80 · 10,877 sh | 10,877 | $327.8K | <0.01% | -5.7% |
| 81 | Cambridge Investment Research Advisors#81 · 10,581 sh | 10,581 | $319.0K | <0.01% | +8.7% |
| 82 | MML INVESTORS SERVICES#82 · 10,498 sh | 10,498 | $316.4K | <0.01% | +2.1% |
| 83 | DECISION INVESTMENTS#83 · 10,069 sh | 10,069 | $303.5K | — | +3.8% |
| 84 | Equitable#84 · 9,948 sh | 9,948 | $299.8K | <0.01% | +6.4% |
| 85 | Merit Financial Group#85 · 9,895 sh | 9,895 | $298.2K | <0.01% | 0.0% |
| 86 | Creative Planning#86 · 9,733 sh | 9,733 | $293.3K | <0.01% | -15.1% |
| 87 | Bay Capital Advisors#87 · 8,860 sh | 8,860 | $267.0K | — | -11.4% |
| 88 | Summit Financial#88 · 8,632 sh | 8,632 | $266.5K | <0.01% | -12.5% |
| 89 | Register Financial Advisors#89 · 8,615 sh | 8,615 | $259.7K | — | -14.8% |
| 90 | WealthTrust Asset Management#90 · 8,461 sh | 8,461 | $255.0K | — | -27.7% |
| 91 | Cornerstone Wealth Group#91 · 8,453 sh | 8,453 | $254.8K | 0.02% | 0.0% |
| 92 | Jacobi Capital Management#92 · 8,244 sh | 8,244 | $248.5K | 0.01% | -13.3% |
| 93 | GWN SECURITIES#93 · 7,887 sh | 7,887 | $237.7K | 0.04% | 0.0% |
| 94 | Compound Planning#94 · 7,798 sh | 7,798 | $235.0K | <0.01% | +1.2% |
| 95 | Cypress Wealth Services#95 · 7,720 sh | 7,720 | $232.7K | — | +1.3% |
| 96 | GRIFFIN ASSET MANAGEMENT#96 · 7,440 sh | 7,440 | $224.2K | — | New |
| 97 | Aurora Private Wealth#97 · 7,430 sh | 7,430 | $224.0K | — | +0.8% |
| 98 | Ameritas Advisory Services#98 · 7,403 sh | 7,403 | $223.1K | <0.01% | New |
| 99 | GREAT VALLEY ADVISOR GROUP#99 · 7,250 sh | 7,250 | $218.5K | <0.01% | New |
| 100 | Procyon Advisors#100 · 7,200 sh | 7,200 | $217.0K | — | New |
Funds that sold out of QQQX in Q2 2026 (11)
Held QQQX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MILLENNIUM MANAGEMENT24,688 sh | 24,688 | $658.4K |
| WealthShield Partners9,196 sh | 9,196 | $245.3K |
| XTX Topco Ltd8,633 sh | 8,633 | $230.2K |
| Formidable Asset Management7,100 sh | 7,100 | $202.5K |
| Western Wealth Management4,050 sh | 4,050 | $108.0K |
| Golden State Equity Partners2,708 sh | 2,708 | $72.2K |
| Key FInancial1,104 sh | 1,104 | $29.4K |
| Abound Wealth Management1,022 sh | 1,022 | $27.3K |
| Advisory Services Network1,006 sh | 1,006 | $26.8K |
| BlackRock600 sh | 600 | $16.0K |
| Root Financial Partners48 sh | 48 | $1.3K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.