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Raymond James Financial Services Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$4.72M Buy
281,157
+263
+0.1% +$4.31K 0.01% 1250
2024
Q2 		$4.59M Buy
280,894
+1,351
+0.5% +$21.2K 0.01% 1216
2024
Q1 		$4.38M Buy
279,543
+10,129
+4% +$155K 0.01% 1209
2023
Q4 		$4.05M Buy
269,414
+10,022
+4% +$146K 0.01% 1199
2023
Q3 		$3.84M Sell
259,392
-7,317
-3% -$112K 0.01% 1155
2023
Q2 		$4.18M Sell
266,709
-1,734
-0.6% -$26.8K 0.01% 1118
2023
Q1 		$4.18M Sell
268,443
-20,784
-7% -$326K 0.01% 1084
2022
Q4 		$4.66M Sell
289,227
-18,505
-6% -$308K 0.01% 990
2022
Q3 		$4.62M Buy
307,732
+9,514
+3% +$153K 0.01% 956
2022
Q2 		$4.67M Buy
298,218
+22,057
+8% +$363K 0.01% 961
2022
Q1 		$4.96M Buy
276,161
+10,620
+4% +$186K 0.01% 1006
2021
Q4 		$4.94M Buy
265,541
+1,330
+0.5% +$23.8K 0.01% 1011
2021
Q3 		$4.51M Buy
264,211
+2,000
+0.8% +$36.1K 0.01% 1036
2021
Q2 		$4.75M Sell
262,211
-16,693
-6% -$293K 0.01% 998
2021
Q1 		$4.61M Sell
278,904
-5,613
-2% -$87.8K 0.01% 944
2020
Q4 		$4.34M Buy
284,517
+1,719
+0.6% +$24.3K 0.01% 897
2020
Q3 		$3.77M Buy
282,798
+4,064
+1% +$54.7K 0.01% 876
2020
Q2 		$3.58M Buy
278,734
+6,149
+2% +$77.7K 0.01% 843
2020
Q1 		$3.16M Buy
272,585
+11,442
+4% +$171K 0.01% 685
2019
Q4 		$4.3M Buy
261,143
+11,727
+5% +$186K 0.01% 787
2019
Q3 		$3.84M Sell
249,416
-6,161
-2% -$100K 0.01% 792
2019
Q2 		$4.04M Sell
255,577
-11,211
-4% -$175K 0.02% 765
2019
Q1 		$4.13M Sell
266,788
-29,206
-10% -$442K 0.02% 726
2018
Q4 		$4.16M Sell
295,994
-22,233
-7% -$345K 0.02% 603
2018
Q3 		$5.38M Buy
318,227
+3,888
+1% +$65.9K 0.02% 627
2018
Q2 		$5.25M Buy
314,339
+4,165
+1% +$75.3K 0.03% 588
2018
Q1 		$5.31M Sell
310,174
-1,620
-0.5% -$28.7K 0.03% 524
2017
Q4 		$5.4M Buy
311,794
+24,784
+9% +$405K 0.03% 508
2017
Q3 		$4.49M Buy
287,010
+13,305
+5% +$205K 0.03% 561
2017
Q2 		$4.2M Buy
273,705
+28,551
+12% +$440K 0.03% 571
2017
Q1 		$3.63M Buy
245,154
+46,056
+23% +$684K 0.03% 588
2016
Q4 		$2.87M Buy
199,098
+119,535
+150% +$1.65M 0.02% 632
2016
Q3 		$1.09M Buy
79,563
+16,008
+25% +$222K 0.01% 1043
2016
Q2 		$859K Buy
63,555
+28,314
+80% +$381K 0.01% 1120
2016
Q1 		$469K Buy
35,241
+7,391
+27% +$93.5K 0.01% 1283
2015
Q4 		$375K Buy
27,850
+400
+1% +$5.42K ﹤0.01% 1328
2015
Q3 		$347K Buy
+27,450
New +$374K 0.01% 1194
2013
Q3 		– Sell
-37,295
Closed -$515K – 888
2013
Q2 		$515K Buy
+37,295
New +$516K 0.02% 849

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

Raymond James Financial Services Advisors's SPXX Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.09% in Q3 2024, buying an estimated $4.31K and bringing the position to 281,157 shares worth $4.72M. The position accounts for 0.01% of the portfolio, ranked #1250.

Raymond James Financial Services Advisors first reported a position in SPXX in Q2 2013 and has held it in 38 quarters since. The position peaked at $5.4M in Q4 2017. 50 funds tracked by Wall St. Rank hold SPXX as of Q3 2024.

  • Raymond James Financial Services Advisors held 281,157 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $4.72M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 263 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2024, an estimated $4.31K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1250 holding.
  • Raymond James Financial Services Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2013 and has held it in 38 quarters since.
  • Raymond James Financial Services Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $5.4M in Q4 2017.
  • 50 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.