Cypress Wealth Services, LLC Nuveen Nasdaq 100 Dynamic Overwrite Fund Transaction History

Cypress Wealth Services, LLC

$474 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$20.33 - $23.53 $212,529 - $245,982	10,454 New	10,454 $242,000
Q2 2023 Jul 21, 2023	BUY	$22.95 - $25.87 $182,888 - $206,158	7,969 New	7,969 $198,000
Q2 2022 Jul 27, 2022	SELL	$21.14 - $28.77 $171,360 - $233,209	-8,106 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$24.79 - $30.83 $1,437 - $1,788	58 Added 0.72%	8,106 $231,000
Q4 2021 Jan 19, 2022	BUY	$28.05 - $30.65 $1,711 - $1,869	61 Added 0.76%	8,048 $247,000
Q3 2021 Oct 13, 2021	BUY	$28.37 - $30.6 $1,645 - $1,774	58 Added 0.73%	7,987 $227,000
Q2 2021 Jul 14, 2021	BUY	$26.57 - $29.57 $1,620 - $1,803	61 Added 0.78%	7,929 $233,000
Q1 2021 Apr 28, 2021	SELL	$25.38 - $27.61 $61,089 - $66,457	-2,407 Reduced 23.43%	7,868 $214,000
Q4 2020 Jan 22, 2021	BUY	$22.3 - $26.05 $229,132 - $267,663	10,275 New	10,275 $267,000

Others Institutions Holding QQQX

# of Institutions

141

Shares Held

15.1M

Call Options Held

0

Put Options Held

0

About Nuveen NASDAQ 100 Dynamic Overwrite Fund

Ticker QQQX
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Nuveen Nasdaq 100 Dynamic Overwrite Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified ...

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