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Nuveen Nasdaq 100 Dynamic Over shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Nuveen Nasdaq 100 Dynamic Over (QQQX) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Nuveen Nasdaq 100 Dynamic Over

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All positions including Nuveen Nasdaq 100 Dynamic Over held by Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.0k 200 30.14
2019-03-31 $11k 500 22.00
2018-12-31 $10k 500 20.00
2018-09-30 $24k 1.0k 24.00
2018-06-30 $26k 1.0k 26.00
2018-03-31 $12k 500 24.00