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

Truvestments Capital’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
Q3 		– Sell
-128
Closed -$1K – 521
2020
Q2 		$1K Buy
+128
New +$1.62K ﹤0.01% 549

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Morgan Stanley
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RJFSA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Truvestments Capital's SPXX Position: Q3 2020 in Review

Truvestments Capital sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2020, closing a stake of 128 shares — an estimated $1K sold.

Truvestments Capital first reported a position in SPXX in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 56 funds tracked by Wall St. Rank hold SPXX as of Q3 2020.

  • Truvestments Capital reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2020 after selling out during the quarter.
  • Truvestments Capital sold 128 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2020, an estimated $1K.
  • Truvestments Capital first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2020 and held it in 1 quarter.
  • Truvestments Capital's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $1K in Q2 2020.
  • 56 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2020.

Based on Truvestments Capital's 13F filing for Q3 2020, filed 13 Nov 2020.