BFEC
SPXX icon

Benjamin F. Edwards & Company’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$53K Hold
3,250
– – ﹤0.01% 1312
2024
Q1 		$51K Hold
3,250
– – ﹤0.01% 1286
2023
Q4 		$49K Hold
3,250
– – ﹤0.01% 1261
2023
Q3 		$48K Hold
3,250
– – ﹤0.01% 1087
2023
Q2 		$51K Sell
3,250
-1
-0% -$15 ﹤0.01% 1078
2023
Q1 		$51K Buy
3,251
+1
+0% +$16 ﹤0.01% 1091
2022
Q4 		$52K Hold
3,250
– – ﹤0.01% 1069
2022
Q3 		$49K Hold
3,250
– – ﹤0.01% 1062
2022
Q2 		$51K Buy
+3,250
New +$53.5K ﹤0.01% 1034
2021
Q2 		– Sell
-1,825
Closed -$30K – 1778
2021
Q1 		$30K Hold
1,825
– – ﹤0.01% 1126
2020
Q4 		$28K Sell
1,825
-267
-13% -$3.78K ﹤0.01% 1095
2020
Q3 		$28K Buy
2,092
+41
+2% +$552 ﹤0.01% 1037
2020
Q2 		$26K Buy
2,051
+45
+2% +$569 ﹤0.01% 1047
2020
Q1 		$23K Hold
2,006
– – ﹤0.01% 1041
2019
Q4 		$33K Buy
2,006
+87
+5% +$1.38K ﹤0.01% 1081
2019
Q3 		$30K Sell
1,919
-1,272
-40% -$20.7K ﹤0.01% 1071
2019
Q2 		$50K Buy
3,191
+55
+2% +$861 ﹤0.01% 904
2019
Q1 		$49K Hold
3,136
– – ﹤0.01% 879
2018
Q4 		$44K Buy
3,136
+64
+2% +$992 ﹤0.01% 866
2018
Q3 		$52K Hold
3,072
– – ﹤0.01% 852
2018
Q2 		$51K Sell
3,072
-861
-22% -$15.6K 0.01% 848
2018
Q1 		$67K Hold
3,933
– – 0.01% 773
2017
Q4 		$68K Hold
3,933
– – 0.01% 739
2017
Q3 		$62K Hold
3,933
– – 0.01% 720
2017
Q2 		$60K Hold
3,933
– – 0.01% 675
2017
Q1 		$58K Buy
+3,933
New +$58.5K 0.01% 648

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company's SPXX Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2024 at 3,250 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Benjamin F. Edwards & Company first reported a position in SPXX in Q1 2017 and has held it in 26 quarters since. The position peaked at $68K in Q4 2017. 53 funds tracked by Wall St. Rank hold SPXX as of Q2 2024.

  • Benjamin F. Edwards & Company held 3,250 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $53K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q2 2024.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1312 holding.
  • Benjamin F. Edwards & Company first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2017 and has held it in 26 quarters since.
  • Benjamin F. Edwards & Company's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $68K in Q4 2017.
  • 53 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.