Cornerstone Wealth Group, LLC
Position in QQQX — Nuveen NASDAQ 100 Dynamic Overwrite Fund
CIK 1774879
HUNTERSVILLE, NC
Position in QQQX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$254,773
+$29,332 QoQ
Shares Held
8,453
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#91
of 153 holders
Holding Since
Mar 2022
13 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, 2026Cornerstone Wealth Group, LLC holds $15,155,017 across 9 Asset Management names. QQQX ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,854 | $8,513,652 | |
| 2 | BX |
Blackstone Inc.
|
35,157 | $4,136,924 | |
| 3 | ARES |
Ares Management Corp
|
7,176 | $798,760 | |
| 4 | RJF |
Raymond James Financial Inc
|
2,587 | $393,301 | |
| 5 | STT |
State Street Corp
|
2,230 | $378,208 | |
| 6 | NTRS |
Northern Trust Corp
|
1,503 | $261,281 | |
| 7 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
This page
|
8,453 | $254,773 | |
| 8 | AMP |
Ameriprise Financial Inc
|
464 | $212,864 |
All Filings in QQQX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,773 | 8,453 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $225,441 | 8,453 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $241,079 | 8,453 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $232,119 | 8,453 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $223,750 | 8,453 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $200,758 | 8,453 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $228,653 | 8,453 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $212,339 | 8,453 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $212,001 | 8,453 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $204,055 | 8,453 | Shares | Sole | 2024-04-17 | |
| 2023-06-30 | $210,733 | 8,453 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $202,364 | 8,453 | Shares | Sole | 2023-04-25 | |
| 2022-03-31 | $240,487 | 8,453 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||