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Mather Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Mather Group’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
Q3 		– Sell
-583
Closed -$9.14K – 2147
2024
Q2 		$9.14K Buy
+583
New +$9.14K ﹤0.01% 1479

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mather Group's SPXX Position: Q3 2024 in Review

Mather Group sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2024, closing a stake of 583 shares — an estimated $9.14K sold.

Mather Group first reported a position in SPXX in Q2 2024 and held it in 1 quarter. The position peaked at $9.14K in Q2 2024. 50 funds tracked by Wall St. Rank hold SPXX as of Q3 2024.

  • Mather Group reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 583 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2024, an estimated $9.14K.
  • Mather Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2024 and held it in 1 quarter.
  • Mather Group's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $9.14K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.