Eudaimonia Partners’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Eudaimonia Partners’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
2021 Q2	–	Sell	-5,790	Closed	-$96K	–	1231
2021 Q1	$96K	Sell	5,790 -530	-8%	-$8.29K	0.02%	487
2020 Q4	$96K	Buy	6,320 +1,165	+23%	+$16.5K	0.02%	458
2020 Q3	$69K	Sell	5,155 -1,292	-20%	-$17.4K	0.02%	488
2020 Q2	$83K	Buy	6,447 +134	+2%	+$1.69K	0.03%	404
2020 Q1	$73K	Buy	6,313 +3,675	+139%	+$54.9K	0.03%	390
2019 Q4	$43K	Buy	+2,638	New	+$41.9K	0.02%	524

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

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

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

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

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

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

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

ACP

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

Eudaimonia Partners's SPXX Position: Q2 2021 in Review

Eudaimonia Partners sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2021, closing a stake of 5,790 shares — an estimated $96K sold.

Eudaimonia Partners first reported a position in SPXX in Q4 2019 and held it in 6 quarters. The position peaked at $96K in Q1 2021. 46 funds tracked by Wall St. Rank hold SPXX as of Q2 2021.

Eudaimonia Partners reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 5,790 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2021, an estimated $96K.
Eudaimonia Partners first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $96K in Q1 2021.
46 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.