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Nuveen Nasdaq 100 Dynamic Over shares owned by Pathstone Family Office

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

Historical chart of Pathstone Family Office 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 Pathstone Family Office 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 Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $226k 10k 22.55
2023-06-30 $280k 11k 25.01
2023-03-31 $289k 12k 24.01
2022-12-31 $204k 10k 20.43
2022-09-30 $206k 10k 20.61

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

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