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Houlihan Financial Resource Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Houlihan Financial Resource Group’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
2023
Q3 		– Sell
-159,464
Closed -$2.46M – 155
2023
Q2 		$2.46M Buy
+159,464
New +$2.46M 0.08% 68
2020
Q3 		$36K Buy
+2,572
New +$34.6K 0.02% 191

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Houlihan Financial Resource Group's SPXX Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2023, closing a stake of 159,464 shares — an estimated $2.46M sold.

Houlihan Financial Resource Group first reported a position in SPXX in Q3 2020 and held it in 2 quarters. The position peaked at $2.46M in Q2 2023. 51 funds tracked by Wall St. Rank hold SPXX as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 159,464 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2023, an estimated $2.46M.
  • Houlihan Financial Resource Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $2.46M in Q2 2023.
  • 51 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.