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Nuveen Nasdaq 100 Dynamic Over shares owned by Sovran Advisors

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

Historical chart of Sovran 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 Sovran 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 Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 9.2k 28.15
2025-06-30 $242k 9.2k 26.16
2025-03-31 $207k 9.2k 22.38
2024-12-31 $244k 9.2k 26.35

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Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Amazon (AMZN)

View all positions for Sovran Advisors

Top funds holding Nuveen Nasdaq 100 Dynamic Over

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

View all funds holding Nuveen Nasdaq 100 Dynamic Over