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Glassman Wealth Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-6,198
Closed -$94K – 1621
2020
Q4 		$94K Hold
6,198
– – 0.02% 237
2020
Q3 		$83K Buy
+6,198
New +$83.4K 0.02% 222

Other funds holding SPXX

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Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Glassman Wealth Services's SPXX Position: Q1 2021 in Review

Glassman Wealth Services sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2021, closing a stake of 6,198 shares — an estimated $94K sold.

Glassman Wealth Services first reported a position in SPXX in Q3 2020 and held it in 2 quarters. The position peaked at $94K in Q4 2020. 51 funds tracked by Wall St. Rank hold SPXX as of Q1 2021.

  • Glassman Wealth Services reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 6,198 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2021, an estimated $94K.
  • Glassman Wealth Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2020 and held it in 2 quarters.
  • Glassman Wealth Services's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $94K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2021.

Based on Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.