First Command Bank’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

First Command Bank’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 Q3	–	Sell	-128	Closed	-$2K	–	455
2022 Q2	$2K	Sell	128 -128	-50%	-$2.11K	﹤0.01%	384
2022 Q1	$5K	Hold	256	–	–	﹤0.01%	359
2021 Q4	$4K	Hold	256	–	–	﹤0.01%	411
2021 Q3	$4K	Sell	256 -128	-33%	-$2.31K	﹤0.01%	411
2021 Q2	$7K	Sell	384 -127	-25%	-$2.23K	﹤0.01%	381
2021 Q1	$8K	Hold	511	–	–	﹤0.01%	374
2020 Q4	$8K	Hold	511	–	–	﹤0.01%	327
2020 Q3	$7K	Hold	511	–	–	﹤0.01%	280
2020 Q2	$7K	Hold	511	–	–	﹤0.01%	272
2020 Q1	$6K	Hold	511	–	–	﹤0.01%	290
2019 Q4	$8K	Hold	511	–	–	﹤0.01%	322
2019 Q3	$8K	Hold	511	–	–	﹤0.01%	323
2019 Q2	$8K	Hold	511	–	–	﹤0.01%	343
2019 Q1	$8K	Hold	511	–	–	﹤0.01%	344
2018 Q4	$7K	Hold	511	–	–	﹤0.01%	354
2018 Q3	$9K	Hold	511	–	–	﹤0.01%	337
2018 Q2	$9K	Hold	511	–	–	﹤0.01%	351
2018 Q1	$8.74K	Buy	+511	New	+$9.05K	﹤0.01%	356
2017 Q1	–	Sell	-6,600	Closed	-$95K	–	394
2016 Q4	$95K	Buy	+6,600	New	+$91.2K	0.08%	133

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

First Command Bank's SPXX Position: Q3 2022 in Review

First Command Bank sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2022, closing a stake of 128 shares — an estimated $2K sold.

First Command Bank first reported a position in SPXX in Q4 2016 and held it in 19 quarters. The position peaked at $95K in Q4 2016. 45 funds tracked by Wall St. Rank hold SPXX as of Q3 2022.

First Command Bank reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2022 after selling out during the quarter.
First Command Bank sold 128 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2022, an estimated $2K.
First Command Bank first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2016 and held it in 19 quarters.
First Command Bank's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $95K in Q4 2016.
45 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2022.

Based on First Command Bank's 13F filing for Q3 2022, filed 24 Oct 2022.