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

Parallel 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
2020
Q2 		– Sell
-9,730
Closed -$112K – 2691
2020
Q1 		$112K Buy
+9,730
New +$145K 0.01% 641

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
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Parallel Advisors's SPXX Position: Q2 2020 in Review

Parallel Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2020, closing a stake of 9,730 shares — an estimated $112K sold.

Parallel Advisors first reported a position in SPXX in Q1 2020 and held it in 1 quarter. The position peaked at $112K in Q1 2020. 49 funds tracked by Wall St. Rank hold SPXX as of Q2 2020.

  • Parallel Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2020 after selling out during the quarter.
  • Parallel Advisors sold 9,730 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2020, an estimated $112K.
  • Parallel Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2020 and held it in 1 quarter.
  • Parallel Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $112K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2020.

Based on Parallel Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.