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

Parisi Gray 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
2021 Q3	–	Sell	-5,075	Closed	-$92K	–	493
2021 Q2	$92K	Buy	+5,075	New	+$88.9K	0.03%	221
2019 Q2	–	Sell	-5,000	Closed	-$77K	–	404
2019 Q1	$77K	Hold	5,000	–	–	0.05%	161
2018 Q4	$69K	Hold	5,000	–	–	0.05%	158
2018 Q3	$84K	Hold	5,000	–	–	0.05%	159
2018 Q2	$83K	Hold	5,000	–	–	0.06%	161
2018 Q1	$87K	Hold	5,000	–	–	0.07%	147
2017 Q4	$88K	Buy	+5,000	New	+$81.8K	0.07%	148

Other funds holding SPXX

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Parisi Gray Wealth Management's SPXX Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2021, closing a stake of 5,075 shares — an estimated $92K sold.

Parisi Gray Wealth Management first reported a position in SPXX in Q4 2017 and held it in 7 quarters. The position peaked at $92K in Q2 2021. 44 funds tracked by Wall St. Rank hold SPXX as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 5,075 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2021, an estimated $92K.
Parisi Gray Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $92K in Q2 2021.
44 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.