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Impact Partnership Wealth’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-2,431
Closed -$36K – 1069
2023
Q3 		$36K Buy
+2,431
New +$37.4K 0.01% 438

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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
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Impact Partnership Wealth's SPXX Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2023, closing a stake of 2,431 shares — an estimated $36K sold.

Impact Partnership Wealth first reported a position in SPXX in Q3 2023 and held it in 1 quarter. The position peaked at $36K in Q3 2023. 53 funds tracked by Wall St. Rank hold SPXX as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,431 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2023, an estimated $36K.
  • Impact Partnership Wealth first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $36K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.