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Nuveen Nasdaq 100 Dynamic Over shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Nuveen Nasdaq 100 Dynamic Over (QQQX) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.1k 213 28.52
2025-09-30 $5.8k 213 27.46

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Top funds holding Nuveen Nasdaq 100 Dynamic Over

Karpus Investment Management
Wells Fargo & Company
Invesco
UBS Group
Royal Bank of Canada
LPL Financial
Allspring Global Investments Holdings
Guggenheim Capital, LLC Managers
1607 Capital Partners
Raymond James Financial
Penserra Capital Management
HighTower Advisors
Janney Montgomery Scott
Advisor Group Holdings
Ameriprise Financial

View all funds holding Nuveen Nasdaq 100 Dynamic Over