Jones Financial Companies
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Jones Financial Companies’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Jones Financial Companies’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
Q4 		– Sell
-500
Closed -$8.3K – 3499
2024
Q3 		$8.3K Buy
+500
New +$8.19K ﹤0.01% 2281

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Jones Financial Companies's SPXX Position: Q4 2024 in Review

Jones Financial Companies sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2024, closing a stake of 500 shares — an estimated $8.3K sold.

Jones Financial Companies first reported a position in SPXX in Q3 2024 and held it in 1 quarter. The position peaked at $8.3K in Q3 2024. 49 funds tracked by Wall St. Rank hold SPXX as of Q4 2024.

  • Jones Financial Companies reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 500 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2024, an estimated $8.3K.
  • Jones Financial Companies first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2024 and held it in 1 quarter.
  • Jones Financial Companies's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $8.3K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.