DI
SPXX icon

DFPG Investments’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

DFPG Investments’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
2023
Q4 		$243K Hold
16,469
– – 0.02% 559
2023
Q3 		$235K Hold
16,469
– – 0.02% 524
2023
Q2 		$262K Hold
16,469
– – 0.02% 504
2023
Q1 		$257K Hold
16,469
– – 0.03% 461
2022
Q4 		$262K Buy
+16,469
New +$274K 0.04% 382

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

DFPG Investments's SPXX Position: Q4 2023 in Review

DFPG Investments held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q4 2023 at 16,469 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #559.

DFPG Investments first reported a position in SPXX in Q4 2022 and has held it in 5 quarters since. The position peaked at $262K in Q4 2022. 53 funds tracked by Wall St. Rank hold SPXX as of Q4 2023.

  • DFPG Investments held 16,469 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $243K as of Q4 2023.
  • DFPG Investments left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q4 2023.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #559 holding.
  • DFPG Investments first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $262K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.