Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX- Exchange
- Nasdaq
- SEC CIK
- 0001608741
No open-market purchases or sales by Nuveen NASDAQ 100 Dynamic Overwrite Fund insiders were filed in the last 90 days; 152 institutions reported holding it in 13F filings for Q2 2026, worth $396.1M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 113
- +8 vs. Q2 2023
- Shares held
- 11.6M
- +1.12M (+10.6%) vs. Q2 2023
- Total value
- $261.3M
- −$771.6K (−0.3%) vs. Q2 2023
- New holders
- 22
- 32 more added
- Sold out
- 14
- 32 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting QQQX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 152 | $396.1M |
| Q1 2026 | 136 | $355.0M |
| Q4 2025 | 148 | $397.1M |
| Q3 2025 | 140 | $380.3M |
| Q2 2025 | 131 | $371.8M |
| Q1 2025 | 141 | $350.5M |
| Q4 2024 | 140 | $408.6M |
| Q3 2024 | 128 | $388.7M |
| Q2 2024 | 122 | $352.6M |
| Q1 2024 | 121 | $320.1M |
| Q4 2023 | 120 | $274.7M |
| Q3 2023 | 113 | $261.3M |
| Q2 2023 | 106 | $262.1M |
| Q1 2023 | 106 | $243.0M |
| Q4 2022 | 102 | $205.0M |
| Q3 2022 | 96 | $209.1M |
| Q2 2022 | 103 | $216.5M |
| Q1 2022 | 107 | $276.2M |
| Q4 2021 | 108 | $303.7M |
| Q3 2021 | 101 | $271.7M |
| Q2 2021 | 103 | $275.2M |
| Q1 2021 | 109 | $248.9M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Nuveen NASDAQ 100 Dynamic Overwrite Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 225,107 | $5.06M | 0.00% | −8,526−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 247,026 | $5.55M | 0.01% | +45,972+22.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 249,615 | $5.61M | 0.01% | −1,656−0.7% | Reduced |
| Janney Montgomery Scott LLC | 317,668 | $7.14M | 0.03% | −10,722−3.3% | Reduced |
| Guggenheim Capital LLC | 343,818 | $7.73M | 0.07% | −9,310−2.6% | Reduced |
| LPL Financial LLC | 448,086 | $10.1M | 0.01% | +3,409+0.8% | Added |
| Invesco Ltd. | 457,947 | $10.3M | 0.00% | +149,928+48.7% | Added |
| Bank of America Corp | 475,461 | $10.7M | 0.00% | +45,520+10.6% | Added |
| Royal Bank of Canada | 753,675 | $16.9M | 0.00% | −66,807−8.1% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 847,545 | $19.0M | 0.52% | 00.0% | Unchanged |
| UBS Group AG | 849,836 | $19.1M | 0.01% | −13,888−1.6% | Reduced |
| Wells Fargo & Company | 1,456,305 | $32.7M | 0.01% | −51,853−3.4% | Reduced |
| Morgan Stanley | 1,930,457 | $43.4M | 0.00% | −47,290−2.4% | Reduced |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −30,803−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,768−100.0% | Sold out |
| Aspen Investment Management Inc | 0 | $0 | 0.00% | −9,150−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −9,008−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −8,978−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −8,564−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −8,453−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −8,103−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −8,084−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −7,969−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6,170−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |