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Transce3nd’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Transce3nd’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
2025
Q1 		– Sell
-382
Closed -$6.78K – 1535
2024
Q4 		$6.78K Buy
+382
New +$6.56K ﹤0.01% 858

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Transce3nd's SPXX Position: Q1 2025 in Review

Transce3nd sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2025, closing a stake of 382 shares — an estimated $6.78K sold.

Transce3nd first reported a position in SPXX in Q4 2024 and held it in 1 quarter. The position peaked at $6.78K in Q4 2024. 51 funds tracked by Wall St. Rank hold SPXX as of Q1 2025.

  • Transce3nd reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2025 after selling out during the quarter.
  • Transce3nd sold 382 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2025, an estimated $6.78K.
  • Transce3nd first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2024 and held it in 1 quarter.
  • Transce3nd's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $6.78K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.