Wealthspire Advisors (Maryland)’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Wealthspire Advisors (Maryland)’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
2016 Q3	–	Hold	0	–	–	–	1567
2016 Q2	–	Hold	0	–	–	–	1308
2016 Q1	–	Hold	0	–	–	–	1307
2015 Q4	–	Hold	0	–	–	–	1317

Other funds holding SPXX

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return