AWS
Atria Wealth Solutions’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-233,072
| Closed | -$3.94M | – | 1857 |
|
|
2025
Q1 | $3.94M | Sell |
233,072
-2,402
| -1% | -$40.6K | 0.05% | 407 |
|
|
2024
Q4 | $4.18M | Sell |
235,474
-658
| -0.3% | -$11.7K | 0.05% | 402 |
|
|
2024
Q3 | $3.96M | Sell |
236,132
-838
| -0.4% | -$14.1K | 0.04% | 403 |
|
|
2024
Q2 | $3.87M | Sell |
236,970
-7,393
| -3% | -$121K | 0.04% | 403 |
|
|
2024
Q1 | $3.83M | Buy |
244,363
+23,678
| +11% | +$371K | 0.04% | 415 |
|
|
2023
Q4 | $3.32M | Sell |
220,685
-4,793
| -2% | -$72.1K | 0.04% | 428 |
|
|
2023
Q3 | $3.34M | Sell |
225,478
-4,383
| -2% | -$65K | 0.05% | 406 |
|
|
2023
Q2 | $3.6M | Buy |
+229,861
| New | +$3.6M | 0.05% | 376 |
|
|
2023
Q1 | – | Sell |
-231,755
| Closed | -$3.74M | – | 1936 |
|
|
2022
Q4 | $3.74M | Buy |
231,755
+300
| +0.1% | +$4.84K | 0.06% | 321 |
|
|
2022
Q3 | $3.47M | Buy |
231,455
+8,309
| +4% | +$125K | 0.06% | 315 |
|
|
2022
Q2 | $3.49M | Buy |
+223,146
| New | +$3.49M | 0.07% | 294 |
|