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Cornerstone Wealth Group, LLC → QQQX

Cornerstone Wealth Group, LLC QQQX Position History

Nuveen Nasdaq 100 Dynamic Overwrite Fund • Financial Services

Quarters held
4
Latest value
$222K
Q3 2026
Peak value
$255K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$241K
Q1 2026$248K
Q2 2026$255K
Q3 2026$222K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$222K7.3K——
Q2 2026$255K8.5K——
Q1 2026$248K8.5K——
Q4 2025$241K8.5K——

Other funds holding QQQX

Other Cornerstone Wealth Group, LLC positions

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APPLE INC

$96.4M
SPY

STATE STR SPDR S&P 500 ETF T

$95.1M
SPY

STATE STR SPDR S&P 500 ETF T

$91.4M
SPY

SPDR S&P 500 ETF TR

$91.1M
SPY

STATE STR SPDR S&P 500 ETF T

$87M
AAPL

APPLE INC

$83.1M
AAPL

APPLE INC

$73.8M
AAPL

APPLE INC

$73.3M
Cornerstone Wealth Group, LLC QQQX Holdings: 13F Position History | Track13F