KINGSWOOD WEALTH ADVISORS, LLC
Position in QQQX — Nuveen NASDAQ 100 Dynamic Overwrite Fund
CIK 1987855
SAN DIEGO, CA
Position in QQQX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$476,995
+$108,043 QoQ
Shares Held
15,826
+14.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#63
of 153 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QQQX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $27,237,881 across 45 Asset Management names. QQQX ranks #21 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
15,476 | $2,624,729 | |
| 2 | BX |
Blackstone Inc.
|
13,698 | $1,611,843 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
116,970 | $1,521,779 | |
| 4 | STEW |
SRH Total Return Fund, Inc.
|
72,775 | $1,302,672 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
119,107 | $1,294,693 | |
| 6 | AB |
Alliancebernstein Holding L.P.
|
35,110 | $1,236,574 | |
| 7 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
66,653 | $1,102,440 | |
| 8 | BLK |
BlackRock, Inc.
|
1,146 | $1,101,947 |
All Filings in QQQX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,995 | 15,826 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $368,952 | 13,834 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $402,103 | 14,099 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $378,755 | 13,793 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $367,588 | 13,887 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $395,888 | 16,669 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $811,067 | 29,984 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $359,090 | 14,295 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $450,311 | 17,955 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $352,661 | 14,609 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $348,245 | 15,043 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $343,236 | 13,768 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||