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

WealthOne’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
2019
Q1 		– Sell
-2,000
Closed -$28K – 479
2018
Q4 		$28K Buy
+2,000
New +$31K 0.02% 232

Other funds holding SPXX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

WealthOne's SPXX Position: Q1 2019 in Review

WealthOne sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2019, closing a stake of 2,000 shares — an estimated $28K sold.

WealthOne first reported a position in SPXX in Q4 2018 and held it in 1 quarter. The position peaked at $28K in Q4 2018. 45 funds tracked by Wall St. Rank hold SPXX as of Q1 2019.

  • WealthOne reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 2,000 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2019, an estimated $28K.
  • WealthOne first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $28K in Q4 2018.
  • 45 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.