High Point Wealth Management, LLC
Position in QQQX — Nuveen NASDAQ 100 Dynamic Overwrite Fund
CIK 2106882
CHESTER, NJ
Position in QQQX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,621,652
+$433,424 QoQ
Shares Held
53,804
+20.8% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
4.05%
of 13F equity value
Holder Rank
#28
of 153 holders
Holding Since
Dec 2025
3 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, 2026High Point Wealth Management, LLC holds $2,798,256 across 3 Asset Management names. QQQX ranks #1 (58.0% of the industry book) .
All Filings in QQQX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,621,652 | 53,804 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,188,228 | 44,553 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,129,762 | 39,613 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||