Mutual Advisors, LLC
Position in QQQX — Nuveen NASDAQ 100 Dynamic Overwrite Fund
CIK 1694080
OMAHA, NE
Position in QQQX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$489,111
+$38,362 QoQ
Shares Held
16,228
-4.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#60
of 153 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in QQQX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mutual Advisors, LLC holds $51,478,825 across 60 Asset Management names. QQQX ranks #31 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
354,730 | $6,573,146 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
95,196 | $3,829,735 | |
| 3 | BLK |
BlackRock, Inc.
|
3,287 | $3,160,647 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
|
100,596 | $2,592,358 | |
| 5 | TROW |
Price T Rowe Group Inc
|
22,681 | $2,578,602 | |
| 6 | BX |
Blackstone Inc.
|
17,958 | $2,113,117 | |
| 7 | TRIN |
Trinity Capital Inc.
|
104,179 | $1,863,762 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
119,705 | $1,781,210 |
All Filings in QQQX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,111 | 16,228 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $450,749 | 16,901 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $530,928 | 18,616 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $504,385 | 18,368 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $479,451 | 18,113 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $458,945 | 19,324 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $542,217 | 20,045 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $501,244 | 19,954 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $530,467 | 21,151 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $496,245 | 20,557 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $481,149 | 20,784 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $463,825 | 20,642 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $585,206 | 23,474 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $974,645 | 40,712 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $854,382 | 41,820 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $915,730 | 44,648 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $847,260 | 38,794 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $900,328 | 31,646 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $856,728 | 27,952 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $485,638 | 17,112 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $368,043 | 12,527 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $225,892 | 8,311 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $216,169 | 8,311 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $248,097 | 10,193 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $456,932 | 19,858 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $438,368 | 23,072 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||