Sheaff Brock Investment Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $302K | Buy |
17,859
+125
| +0.7% | +$2.11K | 0.03% | 331 |
|
|
2024
Q4 | $315K | Sell |
17,734
-497
| -3% | -$8.82K | 0.03% | 323 |
|
|
2024
Q3 | $306K | Buy |
18,231
+5
| +0% | +$84 | 0.03% | 328 |
|
|
2024
Q2 | $298K | Hold |
18,226
| – | – | 0.03% | 324 |
|
|
2024
Q1 | $286K | Buy |
18,226
+3
| +0% | +$47 | 0.02% | 352 |
|
|
2023
Q4 | $274K | Hold |
18,223
| – | – | 0.02% | 357 |
|
|
2023
Q3 | $270K | Hold |
18,223
| – | – | 0.02% | 345 |
|
|
2023
Q2 | $286K | Hold |
18,223
| – | – | 0.02% | 352 |
|
|
2023
Q1 | $284K | Sell |
18,223
-300
| -2% | -$4.67K | 0.03% | 349 |
|
|
2022
Q4 | $299K | Sell |
18,523
-995
| -5% | -$16K | 0.03% | 335 |
|
|
2022
Q3 | $293K | Sell |
19,518
-353
| -2% | -$5.3K | 0.03% | 333 |
|
|
2022
Q2 | $311K | Sell |
19,871
-51
| -0.3% | -$798 | 0.03% | 327 |
|
|
2022
Q1 | $358K | Sell |
19,922
-300
| -1% | -$5.39K | 0.02% | 326 |
|
|
2021
Q4 | $376K | Buy |
20,222
+90
| +0.4% | +$1.67K | 0.03% | 326 |
|
|
2021
Q3 | $344K | Buy |
20,132
+1,000
| +5% | +$17.1K | 0.03% | 331 |
|
|
2021
Q2 | $346K | Hold |
19,132
| – | – | 0.02% | 333 |
|
|
2021
Q1 | $317K | Sell |
19,132
-11,909
| -38% | -$197K | 0.03% | 339 |
|
|
2020
Q4 | $473K | Buy |
31,041
+25
| +0.1% | +$381 | 0.04% | 240 |
|
|
2020
Q3 | $413K | Sell |
31,016
-275
| -0.9% | -$3.66K | 0.04% | 239 |
|
|
2020
Q2 | $402K | Buy |
31,291
+5,700
| +22% | +$73.2K | 0.04% | 241 |
|
|
2020
Q1 | $296K | Sell |
25,591
-2,000
| -7% | -$23.1K | 0.04% | 261 |
|
|
2019
Q4 | $454K | Sell |
27,591
-4,653
| -14% | -$76.6K | 0.04% | 256 |
|
|
2019
Q3 | $497K | Sell |
32,244
-1,190
| -4% | -$18.3K | 0.05% | 238 |
|
|
2019
Q2 | $528K | Sell |
33,434
-791
| -2% | -$12.5K | 0.06% | 231 |
|
|
2019
Q1 | $530K | Sell |
34,225
-467
| -1% | -$7.23K | 0.06% | 239 |
|
|
2018
Q4 | $487K | Sell |
34,692
-1,706
| -5% | -$23.9K | 0.08% | 229 |
|
|
2018
Q3 | $615K | Sell |
36,398
-957
| -3% | -$16.2K | 0.06% | 224 |
|
|
2018
Q2 | $624K | Sell |
37,355
-2,738
| -7% | -$45.7K | 0.06% | 214 |
|
|
2018
Q1 | $686K | Sell |
40,093
-578
| -1% | -$9.89K | 0.07% | 198 |
|
|
2017
Q4 | $704K | Buy |
40,671
+1,272
| +3% | +$22K | 0.09% | 203 |
|
|
2017
Q3 | $616K | Sell |
39,399
-958
| -2% | -$15K | 0.08% | 224 |
|
|
2017
Q2 | $620K | Sell |
40,357
-1,982
| -5% | -$30.4K | 0.08% | 236 |
|
|
2017
Q1 | $627K | Sell |
42,339
-1
| -0% | -$15 | 0.08% | 243 |
|
|
2016
Q4 | $610K | Buy |
42,340
+5,385
| +15% | +$77.6K | 0.08% | 253 |
|
|
2016
Q3 | $509K | Sell |
36,955
-506
| -1% | -$6.97K | 0.07% | 268 |
|
|
2016
Q2 | $506K | Sell |
37,461
-500
| -1% | -$6.75K | 0.06% | 276 |
|
|
2016
Q1 | $506K | Hold |
37,961
| – | – | 0.06% | 288 |
|
|
2015
Q4 | $511K | Buy |
+37,961
| New | +$511K | 0.06% | 315 |
|