Ellevest Inc’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-2,500	Closed	-$41.2K	–	1671
2022 Q1	$45K	Hold	2,500	–	–	﹤0.01%	556
2021 Q4	$47K	Hold	2,500	–	–	﹤0.01%	525
2021 Q3	$43K	Buy	+2,500	New	+$45.1K	﹤0.01%	509

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

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

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

RJFSA

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ellevest Inc's SPXX Position: Q2 2022 in Review

Ellevest Inc sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2022, closing a stake of 2,500 shares — an estimated $41.2K sold.

Ellevest Inc first reported a position in SPXX in Q3 2021 and held it in 3 quarters. The position peaked at $47K in Q4 2021. 50 funds tracked by Wall St. Rank hold SPXX as of Q2 2022.

Ellevest Inc reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2022 after selling out during the quarter.
Ellevest Inc sold 2,500 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2022, an estimated $41.2K.
Ellevest Inc first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2021 and held it in 3 quarters.
Ellevest Inc's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $47K in Q4 2021.
50 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.