Security National Trust’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Security National Trust’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 Q1	–	Sell	-1,675	Closed	-$26K	–	418
2020 Q4	$26K	Hold	1,675	–	–	0.01%	306
2020 Q3	$22K	Hold	1,675	–	–	0.01%	305
2020 Q2	$22K	Hold	1,675	–	–	0.01%	303
2020 Q1	$19K	Hold	1,675	–	–	0.01%	313
2019 Q4	$28K	Hold	1,675	–	–	0.01%	294
2019 Q3	$26K	Hold	1,675	–	–	0.01%	278
2019 Q2	$26K	Hold	1,675	–	–	0.01%	279
2019 Q1	$26K	Hold	1,675	–	–	0.01%	278
2018 Q4	$24K	Hold	1,675	–	–	0.01%	273
2018 Q3	$28K	Hold	1,675	–	–	0.01%	285
2018 Q2	$28K	Hold	1,675	–	–	0.01%	292
2018 Q1	$29K	Hold	1,675	–	–	0.01%	283
2017 Q4	$29K	Hold	1,675	–	–	0.01%	288
2017 Q3	$26K	Hold	1,675	–	–	0.01%	301
2017 Q2	$26K	Hold	1,675	–	–	0.01%	313
2017 Q1	$25K	Hold	1,675	–	–	0.01%	316
2016 Q4	$24K	Hold	1,675	–	–	0.01%	322
2016 Q3	$23K	Hold	1,675	–	–	0.01%	332
2016 Q2	$23K	Hold	1,675	–	–	0.01%	323
2016 Q1	$22K	Hold	1,675	–	–	0.01%	328
2015 Q4	$23K	Hold	1,675	–	–	0.01%	316
2015 Q3	$21K	Hold	1,675	–	–	0.01%	330
2015 Q2	$23K	Hold	1,675	–	–	0.01%	332
2015 Q1	$23K	Hold	1,675	–	–	0.01%	343
2014 Q4	$24K	Hold	1,675	–	–	0.01%	337
2014 Q3	$24K	Hold	1,675	–	–	0.01%	331
2014 Q2	$24K	Hold	1,675	–	–	0.01%	339
2014 Q1	$24K	Buy	1,675 +675	+68%	+$9.57K	0.01%	341
2013 Q4	$14K	Hold	1,000	–	–	0.01%	377
2013 Q3	$14K	Hold	1,000	–	–	0.01%	361
2013 Q2	$14K	Buy	+1,000	New	+$13.8K	0.01%	349

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 $238M AUM 14.72% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

SFS

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

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

Security National Trust's SPXX Position: Q1 2021 in Review

Security National Trust sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2021, closing a stake of 1,675 shares — an estimated $26K sold.

Security National Trust first reported a position in SPXX in Q2 2013 and held it in 31 quarters. The position peaked at $29K in Q1 2018. 51 funds tracked by Wall St. Rank hold SPXX as of Q1 2021.

Security National Trust reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2021 after selling out during the quarter.
Security National Trust sold 1,675 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2021, an estimated $26K.
Security National Trust first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2013 and held it in 31 quarters.
Security National Trust's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $29K in Q1 2018.
51 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2021.

Based on Security National Trust's 13F filing for Q1 2021, filed 4 May 2021.