Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

KS

Stock

QQQX — Nuveen NASDAQ 100 Dynamic Overwrite Fund

Top Portfolio Positions

3,003 positions · $37,951,846,565 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.14%
NVDA	Nvidia Corp Technology	13,627,413	$2,376,620,826	6.26%
SPY	Spdr S&P 500 ETF Trust	2,956,006	$1,922,408,941	5.07%
MSFT	Microsoft Corp Technology	3,870,580	$1,432,772,598	3.78%
BRK-B	Berkshire Hathaway Inc Financial Services	2,849,844	$1,365,645,244	3.60%
AMZN	Amazon Com Inc Consumer Cyclical	4,314,124	$898,502,605	2.37%
GOOGL	Alphabet Inc. Communication Services	2,951,228	$848,655,123	2.24%
AVGO	Broadcom Inc. Technology	1,801,894	$557,704,211	1.47%
META	Meta Platforms, Inc. Communication Services	947,746	$542,233,918	1.43%
JPM	Jpmorgan Chase & Co Financial Services	1,543,468	$454,026,546	1.20%

Portfolio Trend

25 quarters · across all stocks

Holdings in QQQX

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$305,664	11,461	+10.9%	Shares	Sole	2026-05-12
2025-12-31	$294,868	10,339	+22.7%	Shares	Sole	2026-02-17
2025-09-30	$231,377	8,426	-6.1%	Shares	Sole	2025-11-14
2023-06-30	$223,821	8,978	-28.2%	Shares	Sole	2023-07-21
2023-03-31	$299,250	12,500	-10.3%	Shares	Sole	2023-05-15
2022-03-31	$396,422	13,934	+6.9%	Shares	Sole	2022-05-16
2021-12-31	$399,522	13,035	+3.2%	Shares	Sole	2022-02-11
2021-09-30	$358,467	12,631	+0.7%	Shares	Sole	2021-11-10
2021-06-30	$368,630	12,547	-0.0%	Shares	Sole	2021-08-04
2021-03-31	$341,163	12,552	0.0%	Shares	Sole	2021-04-30
2020-12-31	$326,477	12,552	+5.6%	Shares	Sole	2021-01-29
2020-09-30	$289,280	11,885	-2.5%	Shares	Sole	2020-11-05
2020-06-30	$280,376	12,185	-3.0%	Shares	Sole	2020-07-23
2020-03-31	$238,716	12,564	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.