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Nuveen Nasdaq 100 Dynamic Over shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $362k 16k 23.15
2023-09-30 $300k 13k 22.47
2023-06-30 $353k 14k 24.93
2023-03-31 $275k 12k 23.94
2022-12-31 $265k 13k 20.43
2022-06-30 $6.0k 279 21.51

More positions owned by Captrust Financial Advisors

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Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial 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