Huntleigh Advisors, Inc. QQQX — NUVEEN NASDAQ 100 DYNAMIC OV

Ownership history in Huntleigh Advisors, Inc.  ·  4 quarters on record

AI Ownership Summary

Huntleigh Advisors, Inc. reported NUVEEN NASDAQ 100 DYNAMIC OV (QQQX) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.11% in 2025 Q2. The latest visible filing shows QQQX at 0.11% 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.

What this QQQX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Huntleigh Advisors, Inc.'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 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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 Huntleigh Advisors, Inc. fund profile Huntleigh Advisors, Inc. full holdings
How Huntleigh Advisors, Inc. held QQQX — position size vs. price
% of Fund (quarterly)    QQQX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 23,053 +919 +4.2% 0.11% $615K 2026-04-21 $29.29
2025 Q4 ADDED — — — 22,134 +1,808 +8.9% 0.11% $631K 2026-01-29 $27.64
2025 Q3 REDUCED 7.1% +5.5% ❌ 20,326 -1,543 -7.1% 0.10% $558K 2025-10-30 $26.98
2025 Q2 INITIATED — — — 21,869 — — 0.11% $579K 2025-07-29 $25.00

🏢 Other funds also holding QQQX

As of 2026 Q1 — sorted by position size

Cypress Capital Management LLC (WY) 3Y 7Y 4.49% PMG Family Office LLC 1.83% Karpus Management, Inc. 3Y 7Y 1.36% High Point Wealth Management, LLC 1.15% 1607 Capital Partners, LLC 3Y 7Y 0.65% Avory & Company, LLC 3Y 0.59% Advisory Advocates, LLC 0.51% DECISION INVESTMENTS, INC 0.29% Shulman DeMeo Asset Management LLC 3Y 7Y 0.26% Advisor OS, LLC 3Y 0.25%

FAQ About Huntleigh Advisors, Inc. and QQQX

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

How long has Huntleigh Advisors, Inc. reported owning QQQX?

Huntleigh Advisors, Inc. reported QQQX across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported QQQX position in Huntleigh Advisors, Inc.'s portfolio?

The largest reported portfolio weight for QQQX was 0.11% in 2025 Q2.

What is the latest reported QQQX position on this page?

The most recent filing on this page is 2026 Q1, when Huntleigh Advisors, Inc. reported 23,053 shares, equal to 0.11% of portfolio, with an estimated market value of $615K.

What does the chart on this QQQX ownership page compare?

The chart compares Huntleigh Advisors, Inc.'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.

How well did Huntleigh Advisors, Inc. time their QQQX position?

Based on 13F filing dates vs. subsequent QQQX price moves, Huntleigh Advisors, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on QQQX relative to SPY over the holding period was +6.7%.

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