Nuveen Nasdaq 100 DYN OverwrQQQX
13F holders, Q2 2024 (June 30)121holders +1
8new positions
9sold out
1famous investor
$25.08avg. 13F price*
At the end of Q2 2024, 121 institutions reported holding Nuveen Nasdaq 100 DYN Overwr (QQQX) in their 13F filings, up 1 from Q1 2024. 8 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($43.4M), Cornerstone Advisors, LLC ($28.7M) and Karpus Management, Inc. ($27.1M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Nuveen Nasdaq 100 DYN Overwr
- CUSIP
- 670699107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.6M |
| Exits | 9 | $1.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,362,942 shares bought and 507,943 shares sold, net +854,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Morgan Stanley | 0.00% | Add +1.6% | 1,729,150 | $43.4M |
| Cornerstone Advisors, LLC | 1.17% | No change | 1,144,884 | $28.7M |
| Karpus Management, Inc. | 0.76% | Add +93.5% | 1,081,038 | $27.1M |
| Wells Fargo & Company | 0.01% | Add +0.7% | 1,046,694 | $26.3M |
| Nan Shan Life Insurance Co., Ltd. | 0.50% | No change | 847,545 | $21.3M |
| UBS Group AG | 0.01% | Reduce -1.0% | 840,371 | $21.1M |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 725,216 | $18.2M |
| Invesco Ltd. | 0.00% | Add +12.8% | 699,268 | $17.5M |
| 1607 Capital Partners, LLC | 1.12% | Add +29.4% | 498,726 | $12.5M |
| LPL Financial LLC | 0.01% | Add +20.5% | 484,862 | $12.2M |
| Bank of America Corp. | 0.00% | Reduce -20.5% | 458,692 | $11.5M |
| Guggenheim Capital LLC | 0.06% | Add +4.7% | 333,321 | $8.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -13.6% | 293,559 | $7.4M |
| Landscape Capital Management, L.L.C. | 0.54% | Reduce -5.6% | 253,073 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +62.5% | 248,834 | $6.2M |
| Shaker Financial Services, LLC | 2.41% | Add +1.9% | 234,152 | $6.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -11.8% | 228,243 | $5.7M |
| Flagship Harbor Advisors, LLC | 0.30% | Add +3.3% | 200,382 | $5.0M |
| Wolverine Asset Management LLC | 0.48% | Add +2.4% | 198,133 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.8% | 185,070 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.6% | 176,204 | $4.4M |
| Logan Stone Capital, LLC | 0.86% | Add +501.2% | 132,935 | $3.3M |
| Raymond James & Associates | 0.00% | Reduce -2.3% | 126,085 | $3.2M |
| Arete Wealth Advisors, LLC | 0.24% | Reduce -0.2% | 117,077 | $2.9M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -9.1% | 112,903 | $2.8M |
| AQR Arbitrage LLC | 0.13% | Add +523.6% | 113,063 | $2.8M |
| Thomas J. Herzfeld Advisors, Inc. | 0.97% | Add +59.5% | 109,920 | $2.8M |
| Ionic Capital Management LLC | 1.75% | No change | 87,560 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 86,215 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.7% | 84,462 | $2.1M |
| Moneco Advisors, LLC | 0.24% | Reduce -9.0% | 66,315 | $1.7M |
| Schnieders Capital Management LLC | 0.28% | Reduce -20.4% | 54,235 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +385.1% | 44,271 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +17.5% | 40,396 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -18.4% | 36,480 | $915K |
| Ranch Capital Advisors Inc. | 0.47% | Reduce -0.2% | 35,537 | $902K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -22.3% | 31,929 | $817K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -3.5% | 32,384 | $812K |
| Two Sigma Investments, LP | 0.00% | New | 32,143 | $806K |
| PNC Financial Services Group, Inc. | 0.00% | Add +91.6% | 30,529 | $766K |
| First Trust Advisors LP | 0.00% | Add +51.4% | 27,936 | $701K |
| Private Advisor Group, LLC | 0.00% | Add +39.9% | 25,856 | $648K |
| Wedbush Securities Inc. | 0.02% | Add +11.4% | 25,310 | $635K |
| Lanark Financial, Inc. | 0.06% | Reduce -0.5% | 25,212 | $632K |
| Truist Financial Corp. | 0.00% | Reduce -27.0% | 23,628 | $593K |
| Sapient Capital LLC | 0.01% | Reduce -3.6% | 22,438 | $572K |
| Sanctuary Advisors, LLC | 0.00% | — | 23,516 | $541K |
| Mutual Advisors, LLC | 0.02% | Add +2.9% | 21,151 | $512K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -5.3% | 19,629 | $501K |
| Dakota Wealth Management | 0.01% | Add +52.4% | 19,630 | $492K |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 18,837 | $472K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +22.9% | 17,955 | $450K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.7% | 17,781 | $446K |
| DAVENPORT & Co LLC | 0.00% | No change | 17,500 | $439K |
| Avory & Company, LLC | 0.30% | No change | 17,157 | $430K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.7% | 17,078 | $428K |
| Lindbrook Capital, LLC | 0.04% | Reduce -44.4% | 16,637 | $417K |
| Moors & Cabot, Inc. | 0.02% | Add +0.8% | 15,684 | $393K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -0.0% | 15,046 | $377K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 15,026 | $377K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -1.0% | 14,910 | $374K |
| International Assets Investment Management, LLC | 0.03% | Add +1.6% | 14,710 | $369K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.4% | 14,109 | $354K |
| Diversify Advisory Services, LLC | 0.02% | Add +2.7% | 13,370 | $343K |
| Financial Advocates Investment Management | 0.02% | Add +11.9% | 13,345 | $335K |
| Rockefeller Capital Management L.P. | 0.00% | Add +21.5% | 13,137 | $329K |
| Aviance Capital Partners, LLC | 0.05% | Add +1.0% | 13,014 | $326K |
| Diversified, LLC | 0.04% | Reduce -3.1% | 12,848 | $322K |
| Comerica Bank | 0.00% | Reduce -0.0% | 12,792 | $321K |
| Raymond James Trust N.A. | 0.01% | No change | 12,512 | $314K |
| Millennium Management | 0.00% | New | 12,329 | $309K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.3% | 11,979 | $300K |
| MGB Wealth Management, LLC | 0.11% | No change | 11,000 | $282K |
| Pathstone Holdings, LLC | 0.00% | Reduce -9.7% | 11,207 | $282K |
| TriaGen Wealth Management LLC | 0.11% | No change | 10,951 | $275K |
| Register Financial Advisors LLC | 0.13% | Add +23.9% | 10,442 | $262K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.3% | 10,129 | $254K |
| WealthShield Partners, LLC | 0.04% | Add +1.4% | 9,326 | $238K |
| Merit Financial Group, LLC | 0.01% | No change | 9,284 | $233K |
| Arkadios Wealth Advisors | 0.02% | No change | 9,132 | $229K |
| Jacobi Capital Management LLC | 0.02% | Add +1.4% | 8,850 | $222K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -8.1% | 8,838 | $222K |
| MML Investors Services, LLC | 0.00% | Reduce -38.1% | 8,629 | $216K |
| Compound Planning, Inc. | 0.02% | Add +0.8% | 8,584 | $215K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 8,453 | $212K |
| PFG Investments, LLC | 0.02% | Reduce -52.9% | 8,446 | $212K |
| US Bancorp \de | 0.00% | Add +5.1% | 8,219 | $206K |
| Aspen Investment Management Inc | 0.10% | New | 8,150 | $204K |
| Walleye Capital LLC | 0.00% | New | 8,024 | $201K |
| Allworth Financial LP | 0.00% | No change | 5,843 | $144K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.8% | 5,481 | $138K |
| Capital Analysts, LLC | 0.01% | No change | 5,404 | $136K |
| Main Street Group, LTD | 0.05% | No change | 4,318 | $108K |
| Caitlin John, LLC | 0.07% | Add +1.4% | 3,821 | $96K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,360 | $84K |
| Hexagon Capital Partners LLC | 0.02% | No change | 2,766 | $69K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -78.9% | 2,623 | $66K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,301 | $58K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,290 | $57K |
| ORG Partners LLC | 0.01% | Reduce -28.0% | 2,160 | $54K |
"% of holder's portfolio" is QQQX's weight in each manager's 13F, not the share of Nuveen Nasdaq 100 DYN Overwr the manager owns.