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Nuveen Nasdaq 100 Dynamic Over shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $353k 15k 24.14
2023-12-31 $348k 15k 23.15
2023-06-30 $343k 14k 24.93

More positions owned by Kingswood Wealth Advisors

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Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding Nuveen Nasdaq 100 Dynamic Over

Wells Fargo & Company
UBS Group
Royal Bank of Canada
Cornerstone Advisors
Bank of America Corporation
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Raymond James Financial Services Advisors
Advisor Group Holdings
Landscape Capital Management
Flagship Harbor Advisors
Wolverine Asset Management
Ionic Capital Management
Raymond James & Associates
Axxcess Wealth Management

View all funds holding Nuveen Nasdaq 100 Dynamic Over