QQQX β€” NUVEEN NASDAQ 100 DYNAMIC OV

Ownership history in Cypress Wealth Services, LLC  Β·  11 quarters on record

AI Ownership Summary

Cypress Wealth Services, LLC reported NUVEEN NASDAQ 100 DYNAMIC OV (QQQX) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows QQQX at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QQQX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cypress Wealth Services, LLC's position in NUVEEN NASDAQ 100 DYNAMIC OV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QQQX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QQQX stock page Cypress Wealth Services, LLC fund profile Cypress Wealth Services, LLC full holdings
How Cypress Wealth Services, LLC held QQQX β€” position size vs. price
% of Fund (quarterly)    QQQX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 7,619 β€” 0% 0.03% $203K 2026-04-15 $29.39
2025 Q4 ADDED 7,619 +178 +2.4% 0.03% $217K 2026-01-14 $27.92
2025 Q3 REDUCED 7,441 -3,013 -28.8% 0.03% $204K 2025-10-15 $26.36
2023 Q4 ADDED 10,454 +2,485 +31.2% 0.06% $242K 2024-01-11 $19.37
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding QQQX

As of 2026 Q1 β€” sorted by position size

High Point Wealth Management, LLC 1.15% Shulman DeMeo Asset Management LLC 3Y 7Y 0.26% Aurora Private Wealth, Inc. 3Y 0.15% Register Financial Advisors LLC 3Y 0.1% FNY Investment Advisers, LLC 3Y 7Y 0.04% NBC SECURITIES, INC. 0.04% Cyndeo Wealth Partners, LLC 3Y 0.02% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% SAPIENT CAPITAL LLC 0.01%

FAQ About Cypress Wealth Services, LLC and QQQX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cypress Wealth Services, LLC reported owning QQQX?

Cypress Wealth Services, LLC reported QQQX across 4 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported QQQX position in Cypress Wealth Services, LLC's portfolio?

The largest reported portfolio weight for QQQX was 0.06% in 2023 Q4.

What is the latest reported QQQX position on this page?

The most recent filing on this page is 2026 Q1, when Cypress Wealth Services, LLC reported 7,619 shares, equal to 0.03% of portfolio, with an estimated market value of $203K.

What does the chart on this QQQX ownership page compare?

The chart compares Cypress Wealth Services, LLC's quarterly QQQX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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