IBEX Wealth Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

IBEX Wealth Advisors’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	–	Sell	-10,802	Closed	-$162K	–	183
2022 Q3	$162K	Hold	10,802	–	–	0.04%	139
2022 Q2	$169K	Hold	10,802	–	–	0.04%	147
2022 Q1	$194K	Hold	10,802	–	–	0.04%	162
2021 Q4	$201K	Hold	10,802	–	–	0.04%	184
2021 Q3	$185K	Hold	10,802	–	–	0.04%	182
2021 Q2	$196K	Buy	+10,802	New	+$189K	0.04%	175
2020 Q2	–	Sell	-22,095	Closed	-$255K	–	109
2020 Q1	$255K	Sell	22,095 -12,500	-36%	-$187K	0.1%	90
2019 Q4	$570K	Hold	34,595	–	–	0.17%	92
2019 Q3	$533K	Buy	34,595 +6,147	+22%	+$99.9K	0.18%	89
2019 Q2	$449K	Buy	28,448 +4,928	+21%	+$77.1K	0.13%	114
2019 Q1	$364K	Buy	+23,520	New	+$356K	0.13%	96

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 $238M AUM 14.72% 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

IBEX Wealth Advisors's SPXX Position: Q4 2022 in Review

IBEX Wealth Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2022, closing a stake of 10,802 shares — an estimated $162K sold.

IBEX Wealth Advisors first reported a position in SPXX in Q1 2019 and held it in 11 quarters. The position peaked at $570K in Q4 2019. 47 funds tracked by Wall St. Rank hold SPXX as of Q4 2022.

IBEX Wealth Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 10,802 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2022, an estimated $162K.
IBEX Wealth Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2019 and held it in 11 quarters.
IBEX Wealth Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $570K in Q4 2019.
47 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2022.

Based on IBEX Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.