Tilia Fiduciary Partners’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-2,250	Closed	-$35.3K	–	432
2023 Q2	$35.3K	Hold	2,250	–	–	0.03%	250
2023 Q1	$35.1K	Hold	2,250	–	–	0.03%	247
2022 Q4	$36.3K	Hold	2,250	–	–	0.03%	228
2022 Q3	$34K	Hold	2,250	–	–	0.03%	232
2022 Q2	$35K	Hold	2,250	–	–	0.03%	241
2022 Q1	$40K	Hold	2,250	–	–	0.03%	241
2021 Q4	$42K	Buy	+2,250	New	+$40.2K	0.03%	241

Other funds holding SPXX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Tilia Fiduciary Partners's SPXX Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2023, closing a stake of 2,250 shares — an estimated $35.3K sold.

Tilia Fiduciary Partners first reported a position in SPXX in Q4 2021 and held it in 7 quarters. The position peaked at $42K in Q4 2021. 51 funds tracked by Wall St. Rank hold SPXX as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 2,250 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2023, an estimated $35.3K.
Tilia Fiduciary Partners first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $42K in Q4 2021.
51 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.