IFP Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
29,740
+8,810
| +42% | +$156K | 0.02% | 815 |
|
|
2025
Q1 | $354K | Buy |
20,930
+19,930
| +1,993% | +$337K | 0.01% | 911 |
|
|
2024
Q4 | $17.8K | Hold |
1,000
| – | – | ﹤0.01% | 2302 |
|
|
2024
Q3 | $16.8K | Hold |
1,000
| – | – | ﹤0.01% | 2213 |
|
|
2024
Q2 | $16.3K | Buy |
+1,000
| New | +$16.3K | ﹤0.01% | 2166 |
|
|
2023
Q1 | – | Sell |
-500
| Closed | -$9K | – | 4312 |
|
|
2022
Q4 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 3468 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$8K | – | 3791 |
|
|
2018
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 2959 |
|
|
2018
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 3006 |
|
|
2018
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 2860 |
|
|
2017
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 2857 |
|
|
2017
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 3129 |
|
|
2017
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 3147 |
|
|
2017
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 3106 |
|
|
2016
Q4 | $7K | Buy |
500
+65
| +15% | +$910 | ﹤0.01% | 3109 |
|
|
2016
Q3 | $6K | Buy |
+435
| New | +$6K | ﹤0.01% | 3133 |
|