SEC 13F Intelligence

High Point Wealth Management, LLC / QQQX

High Point Wealth Management, LLC’s Nuveen Nasdaq 100 Dynamic Ov Position

Does High Point Wealth Management, LLC own Nuveen Nasdaq 100 Dynamic Ov (QQQX)? Yes44.6K shares worth $1M (+1.15% of its 13F portfolio) as of Q1 2026, up from 39.6K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
44.6K
% of Portfolio
+1.15%
Quarters Held
2
currently held

Position History QQQX

Reported value by quarter
Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.6K$1M+1.15%
Q4 202539.6K$1M+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See High Point Wealth Management, LLC’s full portfolio or all institutional holders of QQQX.