Cetera Advisor Networks’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Cetera Advisor Networks’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 Q1	$237K	Sell	15,108 -204	-1%	-$3.12K	﹤0.01%	2473
2023 Q4	$230K	Buy	15,312 +320	+2%	+$4.67K	﹤0.01%	2424
2023 Q3	$222K	Sell	14,992 -2,655	-15%	-$40.8K	﹤0.01%	2355
2023 Q2	$277K	Sell	17,647 -154	-0.9%	-$2.38K	﹤0.01%	2142
2023 Q1	$277K	Buy	17,801 +568	+3%	+$8.9K	﹤0.01%	2102
2022 Q4	$278K	Sell	17,233 -40	-0.2%	-$665	﹤0.01%	2054
2022 Q3	$259K	Buy	17,273 +3,054	+21%	+$49K	﹤0.01%	1697
2022 Q2	$223K	Sell	14,219 -498	-3%	-$8.2K	﹤0.01%	1788
2022 Q1	$264K	Sell	14,717 -381	-3%	-$6.68K	﹤0.01%	1713
2021 Q4	$281K	Buy	15,098 +1,140	+8%	+$20.4K	﹤0.01%	1648
2021 Q3	$239K	Sell	13,958 -278	-2%	-$5.01K	﹤0.01%	1687
2021 Q2	$258K	Buy	14,236 +528	+4%	+$9.25K	﹤0.01%	1606
2021 Q1	$227K	Buy	+13,708	New	+$214K	﹤0.01%	1301
2020 Q3	–	Sell	-5,786	Closed	-$74K	–	2787
2020 Q2	$74K	Buy	+5,786	New	+$73.2K	﹤0.01%	1693

Other funds holding SPXX

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

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

SFS

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

RJFSA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cetera Advisor Networks's SPXX Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 1.3% in Q1 2024, selling an estimated $3.12K and leaving 15,108 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Cetera Advisor Networks first reported a position in SPXX in Q2 2020 and has held it in 14 quarters since. The position peaked at $281K in Q4 2021. 53 funds tracked by Wall St. Rank hold SPXX as of Q1 2024.

Cetera Advisor Networks held 15,108 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $237K as of Q1 2024.
Cetera Advisor Networks sold 204 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2024, an estimated $3.12K.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2473 holding.
Cetera Advisor Networks first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2020 and has held it in 14 quarters since.
Cetera Advisor Networks's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $281K in Q4 2021.
53 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.