Atria Wealth Solutions’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-233,072	Closed	-$3.94M	–	1864
2025 Q1	$3.94M	Sell	233,072 -2,402	-1%	-$42.5K	0.05%	409
2024 Q4	$4.18M	Sell	235,474 -658	-0.3%	-$11.3K	0.05%	404
2024 Q3	$3.96M	Sell	236,132 -838	-0.4%	-$13.7K	0.04%	405
2024 Q2	$3.87M	Sell	236,970 -7,393	-3%	-$116K	0.04%	405
2024 Q1	$3.83M	Buy	244,363 +23,678	+11%	+$362K	0.04%	417
2023 Q4	$3.32M	Sell	220,685 -4,793	-2%	-$70K	0.04%	430
2023 Q3	$3.34M	Sell	225,478 -4,383	-2%	-$67.4K	0.05%	406
2023 Q2	$3.6M	Buy	+229,861	New	+$3.55M	0.05%	377
2023 Q1	–	Sell	-231,755	Closed	-$3.74M	–	1949
2022 Q4	$3.74M	Buy	231,755 +300	+0.1%	+$4.99K	0.06%	321
2022 Q3	$3.47M	Buy	231,455 +8,309	+4%	+$133K	0.06%	315
2022 Q2	$3.49M	Buy	+223,146	New	+$3.67M	0.07%	308