SPXX — NUVEEN S&P 500 DYN OVERWRITE

Ownership history in Advisory Services Network, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in NUVEEN S&P 500 DYN OVERWRITE (SPXX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 40 — 0% 0.00% $700 $16.82
2023 Q4 REDUCED 40 -627 -94.0% 0.00% $602 $12.67
2023 Q1 UNCHANGED 667 — 0% 0.00% $10K $12.39
2022 Q4 UNCHANGED 667 — 0% 0.00% $11K $12.57
2021 Q2 UNCHANGED 667 — 0% 0.00% $12K $12.79
2020 Q4 UNCHANGED 667 — 0% 0.00% $10K $10.46
2020 Q3 UNCHANGED 667 — 0% 0.00% $9K $9.00
2020 Q1 UNCHANGED 667 — 0% 0.00% $8K $7.53
2019 Q4 INITIATED 667 — — 0.00% $11K $10.50
% of Fund (quarterly)    SPXX price (monthly, adj. close)

Other funds also holding SPXX

As of 2025 Q4 — sorted by position size

FORTEM FINANCIAL GROUP, LLC 3Y 7Y 0.34% Shulman DeMeo Asset Management LLC 3Y 7Y 0.19% Tyche Wealth Partners LLC 0.13% Logan Stone Capital, LLC 3Y 0.05% Western Wealth Management, LLC 3Y 7Y 0.03% Aviance Capital Partners, LLC 3Y 7Y 0.03% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.02% 1607 Capital Partners, LLC 3Y 7Y 0.02% Advisors Asset Management, Inc. 3Y 7Y 0.02% KINGSWOOD WEALTH ADVISORS, LLC 0.01%
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