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AlphaMark Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

AlphaMark Advisors’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
2020
Q3 		– Sell
-2,000
Closed -$26K – 562
2020
Q2 		$26K Buy
+2,000
New +$25.3K 0.01% 258

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AlphaMark Advisors's SPXX Position: Q3 2020 in Review

AlphaMark Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2020, closing a stake of 2,000 shares — an estimated $26K sold.

AlphaMark Advisors first reported a position in SPXX in Q2 2020 and held it in 1 quarter. The position peaked at $26K in Q2 2020. 56 funds tracked by Wall St. Rank hold SPXX as of Q3 2020.

  • AlphaMark Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2020 after selling out during the quarter.
  • AlphaMark Advisors sold 2,000 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2020, an estimated $26K.
  • AlphaMark Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2020 and held it in 1 quarter.
  • AlphaMark Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $26K in Q2 2020.
  • 56 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2020.

Based on AlphaMark Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.