Confluence Wealth Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-2,281	Closed	-$42K	–	1025
2021 Q4	$42K	Buy	+2,281	New	+$40.8K	0.01%	513

Other funds holding SPXX

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

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

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

HWM

Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

ACP

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

Confluence Wealth Services's SPXX Position: Q1 2022 in Review

Confluence Wealth Services sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2022, closing a stake of 2,281 shares — an estimated $42K sold.

Confluence Wealth Services first reported a position in SPXX in Q4 2021 and held it in 1 quarter. The position peaked at $42K in Q4 2021. 52 funds tracked by Wall St. Rank hold SPXX as of Q1 2022.

Confluence Wealth Services reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 2,281 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2022, an estimated $42K.
Confluence Wealth Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $42K in Q4 2021.
52 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.