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Bell Investment Advisors, Inc → QQQX

Bell Investment Advisors, Inc QQQX Position History

Nuveen Nasdaq 100 Dynamic Overwrite Fund • Financial Services

Quarters held
5
Latest value
$62K
Q3 2026
Peak value
$63K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$61K
Q4 2025$63K
Q1 2026$54K
Q2 2026$61K
Q3 2026$62K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$62K2.0K——
Q2 2026$61K2.0K——
Q1 2026$54K2.0K——
Q4 2025$63K2.2K——
Q3 2025$61K2.2K——

Other funds holding QQQX

Other Bell Investment Advisors, Inc positions

SCHW-PJ

SCHWAB STRATEGIC TR

$70.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$68.5M
GS-PD

GOLDMAN SACHS ETF TR

$66.3M
GS-PD

GOLDMAN SACHS ETF TR

$64.5M
GS-PD

GOLDMAN SACHS ETF TR

$64.2M
GS-PD

GOLDMAN SACHS ETF TR

$63.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$60.7M
GS-PD

GOLDMAN SACHS ETF TR

$60.5M