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

Liberty 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
2020 Q2	–	Sell	-1,205	Closed	-$14K	–	976
2020 Q1	$14K	Sell	1,205 -861	-42%	-$12.9K	0.01%	417
2019 Q4	$26K	Buy	2,066 +861	+71%	+$13.7K	0.02%	375
2019 Q3	$19K	Hold	1,205	–	–	0.02%	405
2019 Q2	$19K	Buy	+1,205	New	+$18.9K	0.02%	419

Other funds holding SPXX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Liberty Wealth Management's SPXX Position: Q2 2020 in Review

Liberty Wealth Management sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2020, closing a stake of 1,205 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in SPXX in Q2 2019 and held it in 4 quarters. The position peaked at $26K in Q4 2019. 49 funds tracked by Wall St. Rank hold SPXX as of Q2 2020.

Liberty Wealth Management reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2020 after selling out during the quarter.
Liberty Wealth Management sold 1,205 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2020, an estimated $14K.
Liberty Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2019 and held it in 4 quarters.
Liberty Wealth Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $26K in Q4 2019.
49 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.