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

Altus Wealth 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
2021
Q1 		– Sell
-1,326
Closed -$20K – 691
2020
Q4 		$20K Buy
+1,326
New +$18.8K 0.02% 378

Other funds holding SPXX

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Altus Wealth Group's SPXX Position: Q1 2021 in Review

Altus Wealth Group sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2021, closing a stake of 1,326 shares — an estimated $20K sold.

Altus Wealth Group first reported a position in SPXX in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 51 funds tracked by Wall St. Rank hold SPXX as of Q1 2021.

  • Altus Wealth Group reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,326 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2021, an estimated $20K.
  • Altus Wealth Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $20K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.