Heritage Wealth Management (Arizona)’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$25K	Buy	1,550 +775	+100%	+$12.9K	﹤0.01%	625
2022 Q3	$12K	Hold	775	–	–	﹤0.01%	625
2022 Q2	$12.1K	Hold	775	–	–	﹤0.01%	637
2022 Q1	$14K	Buy	+775	New	+$13.6K	﹤0.01%	665
2021 Q3	$13K	Hold	775	–	–	﹤0.01%	628
2021 Q2	$14K	Hold	775	–	–	0.01%	617
2021 Q1	$13K	Buy	+775	New	+$12.1K	0.01%	552

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

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

Heritage Wealth Management (Arizona)'s SPXX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 100% in Q4 2022, buying an estimated $12.9K and bringing the position to 1,550 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Heritage Wealth Management (Arizona) first reported a position in SPXX in Q1 2021 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold SPXX as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,550 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $25K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 775 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2022, an estimated $12.9K.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #625 holding.
Heritage Wealth Management (Arizona) first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2021 and has held it in 7 quarters since.
47 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.