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Nuveen S&P 500 Dynamic Overwrite Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$1.84M +$325K +18,341 +23%
TA
52
TPG Advisors
Illinois
$1.81M -$27.8K -1,569 -2%
PAG
53
Private Advisor Group
New Jersey
$1.76M +$47.2K +2,664 +3%
FWM
54
Forteris Wealth Management
New York
$1.68M +$88.9K +5,018 +6%
DADC
55
D.A. Davidson & Co
Montana
$1.67M -$33.9K -1,914 -2%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$1.45M +$1.36M +76,911 +7,691%
IWC
57
Integrated Wealth Concepts
Massachusetts
$1.43M +$27.5K +1,550 +2%
ICM
58
Ionic Capital Management
New York
$1.42M -$968K -54,618 -42%
ICM
59
Islay Capital Management
Texas
$1.42M +$166K +9,373 +14%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.41M -$9.16M -517,176 -87%
MC
61
Moors & Cabot
Massachusetts
$1.4M +$12.6K +711 +1%
ATS
62
Ashton Thomas Securities
New York
$1.27M
DAS
63
Dynamic Advisor Solutions
Arizona
$1.24M +$296K +16,705 +34%
PG
64
Patten Group
Tennessee
$1.23M +$458K +25,849 +65%
AF
65
Allworth Financial
California
$1.22M +$42K +2,369 +4%
TWP
66
Tyche Wealth Partners
Texas
$1.21M +$2.16K +122 +0.2%
DC
67
Davenport & Co
Virginia
$1.14M -$87.5K -4,937 -7%
HPWM
68
High Point Wealth Management
New Jersey
$1.12M +$1.58K +89 +0.1%
BSTWA
69
Blake Schutter Theil Wealth Advisors
Ohio
$1.07M -$35 -2 -0%
AFG
70
Atomi Financial Group
New York
$1.07M +$135K +7,608 +15%
Truist Financial
71
Truist Financial
North Carolina
$1.06M -$67.5K -3,812 -6%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$1.04M +$212K +11,983 +27%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$979K +$6.32K +357 +0.7%
PWM
74
Puff Wealth Management
New Jersey
$956K +$908K +51,264 New
SIM
75
Sims Investment Management
Ohio
$941K