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

JOYN 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
2019
Q1 		– Sell
-250
Closed -$4K – 1213
2018
Q4 		$4K Hold
250
– – ﹤0.01% 1337
2018
Q3 		$4K Hold
250
– – ﹤0.01% 1275
2018
Q2 		$4K Buy
+250
New +$4.52K ﹤0.01% 1223

Other funds holding SPXX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

JOYN Advisors's SPXX Position: Q1 2019 in Review

JOYN Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2019, closing a stake of 250 shares — an estimated $4K sold.

JOYN Advisors first reported a position in SPXX in Q2 2018 and held it in 3 quarters. The position peaked at $4K in Q4 2018. 45 funds tracked by Wall St. Rank hold SPXX as of Q1 2019.

  • JOYN Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 250 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2019, an estimated $4K.
  • JOYN Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $4K in Q4 2018.
  • 45 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.