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Laird Norton Wetherby Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q3 		– Sell
-11,810
Closed -$185K – 937
2022
Q2 		$185K Buy
+11,810
New +$194K 0.01% 825

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
Invesco
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SPXX Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2022, closing a stake of 11,810 shares — an estimated $185K sold.

Laird Norton Wetherby Wealth Management first reported a position in SPXX in Q2 2022 and held it in 1 quarter. The position peaked at $185K in Q2 2022. 45 funds tracked by Wall St. Rank hold SPXX as of Q3 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,810 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2022, an estimated $185K.
  • Laird Norton Wetherby Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2022 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $185K in Q2 2022.
  • 45 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.