BOSTON FAMILY OFFICE LLC
Family OfficePosition in QQQX — Nuveen NASDAQ 100 Dynamic Overwrite Fund
CIK 1039807
BOSTON, MA
Position in QQQX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$215,561
+$11,586 QoQ
Shares Held
7,152
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#102
of 153 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QQQX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $2,638,845 across 6 Asset Management names. QQQX ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,458 | $668,872 | |
| 2 | NTRS |
Northern Trust Corp
|
3,428 | $595,923 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
12,056 | $485,012 | |
| 4 | BX |
Blackstone Inc.
|
3,516 | $413,727 | |
| 5 | 5,000 | $259,750 | |||
| 6 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
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|
7,152 | $215,561 |
All Filings in QQQX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,561 | 7,152 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $203,975 | 7,152 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||