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Nuveen Nasdaq 100 Dynamic Over shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services 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 Montgomery Financial Services 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.8k 191 30.14

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Nuveen Nasdaq 100 Dynamic Over

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

View all funds holding Nuveen Nasdaq 100 Dynamic Over