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Trellis Wealth Advisors LLC → QQQX

Trellis Wealth Advisors LLC QQQX Position History

Nuveen Nasdaq 100 Dynamic Overwrite Fund • Financial Services

Quarters held
1
Latest value
$53K
Q3 2026
Peak value
$53K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$53K1.8K——

Other funds holding QQQX

Other Trellis Wealth Advisors LLC positions

DIOD

DIMENSIONAL ETF TRUST

$58.8M
DIOD

DIMENSIONAL ETF TRUST

$58.4M
DIOD

DIMENSIONAL ETF TRUST

$55.1M
DIOD

DIMENSIONAL ETF TRUST

$52M
DIOD

DIMENSIONAL ETF TRUST

$51.6M
VGES

VANGUARD INDEX FDS

$31.3M
VGES

VANGUARD INDEX FDS

$31.2M
VGES

VANGUARD INDEX FDS

$28.5M