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Howard Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Howard Wealth Management’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
2024
Q1 		– Sell
-274,354
Closed -$4.13M – 108
2023
Q4 		$4.13M Sell
274,354
-6,860
-2% -$100K 3.45% 6
2023
Q3 		$4.17M Buy
281,214
+1,625
+0.6% +$25K 3.84% 6
2023
Q2 		$4.38M Sell
279,589
-14,915
-5% -$230K 3.8% 6
2023
Q1 		$4.59M Sell
294,504
-4,285
-1% -$67.1K 3.83% 6
2022
Q4 		$4.82M Sell
298,789
-1,434
-0.5% -$23.9K 3.95% 4
2022
Q3 		$4.51M Sell
300,223
-1,450
-0.5% -$23.3K 3.19% 7
2022
Q2 		$4.72M Sell
301,673
-499
-0.2% -$8.22K 5% 7
2022
Q1 		$5.43M Sell
302,172
-1,344
-0.4% -$23.6K 2.96% 8
2021
Q4 		$5.64M Buy
303,516
+5,118
+2% +$91.5K 2.98% 8
2021
Q3 		$5.1M Sell
298,398
-2,670
-0.9% -$48.2K 2.85% 7
2021
Q2 		$5.45M Sell
301,068
-1,162
-0.4% -$20.4K 3% 6
2021
Q1 		$5M Buy
302,230
+1,130
+0.4% +$17.7K 2.92% 6
2020
Q4 		$4.59M Sell
301,100
-20,350
-6% -$288K 2.86% 7
2020
Q3 		$4.28M Sell
321,450
-2,955
-0.9% -$39.8K 3.05% 7
2020
Q2 		$4.17M Sell
324,405
-6,444
-2% -$81.5K 3.4% 6
2020
Q1 		$3.83M Buy
330,849
+4,821
+1% +$72K 4.03% 4
2019
Q4 		$5.37M Buy
+326,028
New +$5.18M 4.48% 3

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Howard Wealth Management's SPXX Position: Q1 2024 in Review

Howard Wealth Management sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2024, closing a stake of 274,354 shares — an estimated $4.13M sold.

Howard Wealth Management first reported a position in SPXX in Q4 2019 and held it in 17 quarters. The position peaked at $5.64M in Q4 2021. 53 funds tracked by Wall St. Rank hold SPXX as of Q1 2024.

  • Howard Wealth Management reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2024 after selling out during the quarter.
  • Howard Wealth Management sold 274,354 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2024, an estimated $4.13M.
  • Howard Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2019 and held it in 17 quarters.
  • Howard Wealth Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $5.64M in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2024.

Based on Howard Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.