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Nuveen Nasdaq 100 Dynamic Over shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Nuveen Nasdaq 100 Dynamic Over (QQQX) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Nuveen Nasdaq 100 Dynamic Over

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Nasdaq 100 Dynamic Over held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Nasdaq 100 Dynamic Over by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5k 300 25.12

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Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Central Secs Corp Cef (CET)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
High Income Secs Fd Shs Ben Int Cef (PCF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Nuveen Nasdaq 100 Dynamic Over

Karpus Investment Management
Morgan Stanley
Cornerstone Advisors
Wells Fargo & Company
Invesco
Royal Bank of Canada
LPL Financial
1607 Capital Partners
Bank of America Corporation
International Assets Investment Management
Guggenheim Capital, LLC Managers
Shaker Financial Services
Janney Montgomery Scott
Landscape Capital Management
HighTower Advisors

View all funds holding Nuveen Nasdaq 100 Dynamic Over