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Advisor Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Advisor Group’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$166K Buy
10,112
+1,329
+15% +$21.1K ﹤0.01% 2539
2019
Q3 		$135K Buy
8,783
+900
+11% +$14.6K ﹤0.01% 2658
2019
Q2 		$124K Hold
7,883
– – ﹤0.01% 2695
2019
Q1 		$122K Buy
7,883
+85
+1% +$1.29K ﹤0.01% 2685
2018
Q4 		$110K Buy
7,798
+3,699
+90% +$57.3K ﹤0.01% 2580
2018
Q3 		$69K Buy
4,099
+2,294
+127% +$38.9K ﹤0.01% 3049
2018
Q2 		$30K Hold
1,805
– – ﹤0.01% 3459
2018
Q1 		$31K Sell
1,805
-900
-33% -$15.9K ﹤0.01% 3405
2017
Q4 		$46K Buy
2,705
+605
+29% +$9.89K ﹤0.01% 3147
2017
Q3 		$33K Hold
2,100
– – ﹤0.01% 3246
2017
Q2 		$32K Hold
2,100
– – ﹤0.01% 3161
2017
Q1 		$31K Buy
2,100
+900
+75% +$13.4K ﹤0.01% 3060
2016
Q4 		$17K Hold
1,200
– – ﹤0.01% 3322
2016
Q3 		$17K Sell
1,200
-1,000
-45% -$13.9K ﹤0.01% 3264
2016
Q2 		$29K Buy
+2,200
New +$29.6K ﹤0.01% 2813

Other funds holding SPXX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group's SPXX Position: Q4 2019 in Review

Advisor Group increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 15% in Q4 2019, buying an estimated $21.1K and bringing the position to 10,112 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

Advisor Group first reported a position in SPXX in Q2 2016 and has held it in 15 quarters since. 47 funds tracked by Wall St. Rank hold SPXX as of Q4 2019.

  • Advisor Group held 10,112 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $166K as of Q4 2019.
  • Advisor Group bought 1,329 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2019, an estimated $21.1K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2539 holding.
  • Advisor Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2016 and has held it in 15 quarters since.
  • 47 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.