Advocacy Wealth Management Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Advocacy Wealth Management Services’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
2022 Q2	–	Sell	-300	Closed	-$5K	–	197
2022 Q1	$5K	Buy	+300	New	+$5.26K	﹤0.01%	122
2017 Q2	–	Sell	-245	Closed	-$4K	–	298
2017 Q1	$4K	Sell	245 -15,570	-98%	-$231K	﹤0.01%	273
2016 Q4	$228K	Sell	15,815 -90,610	-85%	-$1.25M	0.07%	34
2016 Q3	$1.46M	Sell	106,425 -29,469	-22%	-$409K	0.57%	25
2016 Q2	$1.84M	Sell	135,894 -12,748	-9%	-$172K	0.93%	24
2016 Q1	$1.98M	Sell	148,642 -10,928	-7%	-$138K	1.37%	22
2015 Q4	$2.15M	Buy	+159,570	New	+$2.16M	2.43%	7

Other funds holding SPXX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advocacy Wealth Management Services's SPXX Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2022, closing a stake of 300 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in SPXX in Q4 2015 and held it in 7 quarters. The position peaked at $2.15M in Q4 2015. 50 funds tracked by Wall St. Rank hold SPXX as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 300 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2022, an estimated $5K.
Advocacy Wealth Management Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2015 and held it in 7 quarters.
Advocacy Wealth Management Services's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $2.15M in Q4 2015.
50 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.