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

XML Financial’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
Q2 		– Sell
-11,480
Closed -$133K – 197
2020
Q1 		$133K Buy
+11,480
New +$172K 0.06% 163

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
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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 $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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

XML Financial's SPXX Position: Q2 2020 in Review

XML Financial sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2020, closing a stake of 11,480 shares — an estimated $133K sold.

XML Financial first reported a position in SPXX in Q1 2020 and held it in 1 quarter. The position peaked at $133K in Q1 2020. 49 funds tracked by Wall St. Rank hold SPXX as of Q2 2020.

  • XML Financial reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2020 after selling out during the quarter.
  • XML Financial sold 11,480 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2020, an estimated $133K.
  • XML Financial first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2020 and held it in 1 quarter.
  • XML Financial's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $133K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2020.

Based on XML Financial's 13F filing for Q2 2020, filed 31 Jul 2020.