Cypress Wealth Services, LLC

Position in QQQX — Nuveen NASDAQ 100 Dynamic Overwrite Fund

CIK 1721527 PALM DESERT, CA

Position in QQQX

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$232,680

+$29,482 QoQ

Shares Held

7,720

+1.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#95

of 153 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $8,523,931 across 11 Asset Management names. QQQX ranks #11 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	90,754	$1,712,527
2	MUC	Blackrock Muniholdings California Quality Fund, Inc.	124,509	$1,368,353
3	PHYS	Sprott Physical Gold Trust	44,931	$1,355,568
4	VCV	Invesco California Value Municipal Income Trust	71,687	$773,502
5	BLK	BlackRock, Inc.	788	$757,709
6	CEV	Eaton Vance California Municipal Income Trust	63,476	$667,767
7	ARCC	Ares Capital Corp	32,675	$605,467
8	RMI	RiverNorth Opportunistic Municipal Income Fund, Inc.	32,500	$503,425

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,680	7,720	+1.3%	Shares	Sole	2026-07-13
2026-03-31	$203,198	7,619	0.0%	Shares	Sole	2026-04-15
2025-12-31	$217,293	7,619	+2.4%	Shares	Sole	2026-01-14
2025-09-30	$204,329	7,441	-28.8%	Shares	Sole	2025-10-15
2023-12-31	$242,010	10,454	+31.2%	Shares	Sole	2024-01-11
2023-06-30	$198,667	7,969	-1.7%	Shares	Sole	2023-07-21
2022-03-31	$230,615	8,106	+0.7%	Shares	Sole	2022-04-22
2021-12-31	$246,671	8,048	+0.8%	Shares	Sole	2022-01-19
2021-09-30	$226,671	7,987	+0.7%	Shares	Sole	2021-10-13
2021-06-30	$232,954	7,929	+0.8%	Shares	Sole	2021-07-14
2021-03-31	$213,852	7,868	-23.4%	Shares	Sole	2021-04-28
2020-12-31	$267,252	10,275	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.