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LVZ Inc’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

LVZ Inc’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
-14,753
Closed -$248K – 161
2024
Q3 		$248K Hold
14,753
– – 0.03% 122
2024
Q2 		$241K Hold
14,753
– – 0.03% 120
2024
Q1 		$231K Hold
14,753
– – 0.03% 124
2023
Q4 		$222K Hold
14,753
– – 0.03% 126
2023
Q3 		$219K Hold
14,753
– – 0.04% 112
2023
Q2 		$231K Hold
14,753
– – 0.03% 132
2023
Q1 		$230K Hold
14,753
– – 0.03% 130
2022
Q4 		$238K Buy
+14,753
New +$245K 0.04% 119

Other funds holding SPXX

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LVZ Inc's SPXX Position: Q4 2024 in Review

LVZ Inc sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2024, closing a stake of 14,753 shares — an estimated $248K sold.

LVZ Inc first reported a position in SPXX in Q4 2022 and held it in 8 quarters. The position peaked at $248K in Q3 2024. 49 funds tracked by Wall St. Rank hold SPXX as of Q4 2024.

  • LVZ Inc reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2024 after selling out during the quarter.
  • LVZ Inc sold 14,753 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2024, an estimated $248K.
  • LVZ Inc first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2022 and held it in 8 quarters.
  • LVZ Inc's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $248K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2024.

Based on LVZ Inc's 13F filing for Q4 2024, filed 6 Feb 2025.