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Nuveen Nasdaq 100 Dynamic Over shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $290k 11k 27.46
2025-06-30 $268k 9.9k 27.01

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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