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

Lenox Wealth 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
2021
Q1 		– Sell
-887
Closed -$14K – 756
2020
Q4 		$14K Buy
887
+824
+1,308% +$11.7K ﹤0.01% 378
2020
Q3 		$1K Buy
+63
New +$848 ﹤0.01% 560

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lenox Wealth Advisors's SPXX Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2021, closing a stake of 887 shares — an estimated $14K sold.

Lenox Wealth Advisors first reported a position in SPXX in Q3 2020 and held it in 2 quarters. The position peaked at $14K in Q4 2020. 51 funds tracked by Wall St. Rank hold SPXX as of Q1 2021.

  • Lenox Wealth Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 887 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2021, an estimated $14K.
  • Lenox Wealth Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2020 and held it in 2 quarters.
  • Lenox Wealth Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $14K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.