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

Arkadios Wealth 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
2021 Q4	–	Sell	-317	Closed	-$5K	–	1619
2021 Q3	$5K	Sell	317 -926	-74%	-$16.7K	﹤0.01%	1612
2021 Q2	$22K	Buy	1,243 +1,081	+667%	+$18.9K	﹤0.01%	1245
2021 Q1	$2K	Sell	162 -41	-20%	-$641	﹤0.01%	1547
2020 Q4	$3K	Buy	+203	New	+$2.87K	﹤0.01%	1220

Other funds holding SPXX

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

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

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

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

RJFSA

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Arkadios Wealth Advisors's SPXX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2021, closing a stake of 317 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in SPXX in Q4 2020 and held it in 4 quarters. The position peaked at $22K in Q2 2021. 44 funds tracked by Wall St. Rank hold SPXX as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 317 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2021, an estimated $5K.
Arkadios Wealth Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $22K in Q2 2021.
44 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.