Stratos Wealth Partners’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Stratos Wealth Partners’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
2020 Q1	–	Sell	-10,117	Closed	-$167K	–	1032
2019 Q4	$167K	Hold	10,117	–	–	0.01%	924
2019 Q3	$156K	Buy	+10,117	New	+$164K	0.01%	900
2018 Q4	–	Sell	-8,117	Closed	-$137K	–	2276
2018 Q3	$137K	Buy	+8,117	New	+$138K	0.01%	998
2018 Q2	–	Sell	-8,117	Closed	-$139K	–	2358
2018 Q1	$139K	Hold	8,117	–	–	0.01%	1037
2017 Q4	$141K	Buy	+8,117	New	+$133K	0.01%	1016

Other funds holding SPXX

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Stratos Wealth Partners's SPXX Position: Q1 2020 in Review

Stratos Wealth Partners sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2020, closing a stake of 10,117 shares — an estimated $167K sold.

Stratos Wealth Partners first reported a position in SPXX in Q4 2017 and held it in 5 quarters. The position peaked at $167K in Q4 2019. 51 funds tracked by Wall St. Rank hold SPXX as of Q1 2020.

Stratos Wealth Partners reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2020 after selling out during the quarter.
Stratos Wealth Partners sold 10,117 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2020, an estimated $167K.
Stratos Wealth Partners first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2017 and held it in 5 quarters.
Stratos Wealth Partners's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $167K in Q4 2019.
51 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2020.

Based on Stratos Wealth Partners's 13F filing for Q1 2020, filed 4 May 2020.