Bell Investment Advisors, Inc
Position in QQQX — Nuveen NASDAQ 100 Dynamic Overwrite Fund
CIK 1890149
ORINDA, CA
Position in QQQX
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$54,086
-$9,199 QoQ
Shares Held
2,028
-8.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Bell Investment Advisors, Inc holds $496,603 across 33 Asset Management names. QQQX ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
128 | $123,098 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
This page
|
2,028 | $54,086 | |
| 3 | AMP |
Ameriprise Financial Inc
|
91 | $40,440 | |
| 4 | JHG |
Janus Henderson Group Ltd.
|
617 | $31,695 | |
| 5 | PFG |
Principal Financial Group Inc
|
348 | $31,358 | |
| 6 | BX |
Blackstone Inc.
|
256 | $29,437 | |
| 7 | STT |
State Street Corp
|
165 | $20,882 | |
| 8 | RJF |
Raymond James Financial Inc
|
144 | $20,849 |
All Filings in QQQX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,086 | 2,028 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $63,285 | 2,219 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $60,933 | 2,219 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $58,736 | 2,219 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||