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

Sowell Financial Services’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
Q2 		– Sell
-1,365
Closed -$23K – 2418
2021
Q1 		$23K Buy
+1,365
New +$21.4K ﹤0.01% 2008

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Sowell Financial Services's SPXX Position: Q2 2021 in Review

Sowell Financial Services sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2021, closing a stake of 1,365 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in SPXX in Q1 2021 and held it in 1 quarter. The position peaked at $23K in Q1 2021. 46 funds tracked by Wall St. Rank hold SPXX as of Q2 2021.

  • Sowell Financial Services reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,365 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2021, an estimated $23K.
  • Sowell Financial Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $23K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.