We are live on ! Find out more
SPXX icon

Nuveen S&P 500 Dynamic Overwrite Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$327K – – –
WWM
27
Western Wealth Management
Colorado
$302K +$291K +16,260 New
CAN
28
Cetera Advisor Networks
California
$281K +$20.4K +1,140 +8%
GC
29
Guggenheim Capital
Illinois
$274K -$1.07M -59,568 -80%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$269K -$3.61K -202 -1%
PAG
31
Private Advisor Group
New Jersey
$244K -$3.93K -220 -2%
SPIA
32
Steward Partners Investment Advisory
New York
$240K – – –
IWA
33
IBEX Wealth Advisors
New Jersey
$201K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$148K – – –
EI
35
Ellevest Inc
New York
$47K – – –
TFP
36
Tilia Fiduciary Partners
North Carolina
$42K +$40.2K +2,250 New
CWS
37
Confluence Wealth Services
Pennsylvania
$42K +$40.8K +2,281 New
NSIM
38
North Star Investment Management
Illinois
$37K – – –
GWM
39
Geneos Wealth Management
Colorado
$20K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$20K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$15K +$14.4K +805 New
FCFS
42
First Command Financial Services
Texas
$5K – – –
HI
43
Harbour Investments
Wisconsin
$5K – – –
FCB
44
First Command Bank
Texas
$4K – – –
OFG
45
OTA Financial Group
New York
– -$201K -11,775 Closed
CFA
46
Carroll Financial Associates
North Carolina
– -$33K -1,988 Closed
Citigroup
47
Citigroup
New York
– -$15K -903 Closed
AWA
48
Arkadios Wealth Advisors
Georgia
– -$5K -317 Closed