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Elequin Capital’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Elequin Capital’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 		– Sell
-15,551
Closed -$234K – 462
2023
Q4 		$234K Buy
15,551
+5,109
+49% +$74.6K 0.07% 105
2023
Q3 		$155K Buy
10,442
+5,055
+94% +$77.7K 0.03% 123
2023
Q2 		$84.5K Sell
5,387
-1,303
-19% -$20.1K 0.04% 133
2023
Q1 		$104K Buy
+6,690
New +$105K 0.07% 79

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UBS Group
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Elequin Capital's SPXX Position: Q1 2024 in Review

Elequin Capital sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2024, closing a stake of 15,551 shares — an estimated $234K sold.

Elequin Capital first reported a position in SPXX in Q1 2023 and held it in 4 quarters. The position peaked at $234K in Q4 2023. 53 funds tracked by Wall St. Rank hold SPXX as of Q1 2024.

  • Elequin Capital reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2024 after selling out during the quarter.
  • Elequin Capital sold 15,551 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2024, an estimated $234K.
  • Elequin Capital first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2023 and held it in 4 quarters.
  • Elequin Capital's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $234K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2024.

Based on Elequin Capital's 13F filing for Q1 2024, filed 15 May 2024.