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TCI Wealth Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

TCI Wealth 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
2022
Q3 		– Sell
-406
Closed -$6K – 2567
2022
Q2 		$6K Hold
406
– – ﹤0.01% 1401
2022
Q1 		$7K Buy
+406
New +$7.12K ﹤0.01% 1351

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCI Wealth Advisors's SPXX Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2022, closing a stake of 406 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in SPXX in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 45 funds tracked by Wall St. Rank hold SPXX as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 406 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2022, an estimated $6K.
  • TCI Wealth Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $7K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.