NUVEEN S&P 500 DYN OVERWRITE's ticker is SPXX and the CUSIP is 6706EW100. A total of 52 filers reported holding NUVEEN S&P 500 DYN OVERWRITE in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,184,000 | -4.7% | 79,879 | +0.8% | 0.00% | – |
| Q2 2023 | $1,243,000 | +2.5% | 79,272 | +1.8% | 0.00% | – |
| Q1 2023 | $1,213,000 | -1.8% | 77,853 | +1.6% | 0.00% | – |
| Q4 2022 | $1,235,000 | +6.7% | 76,602 | -0.7% | 0.00% | – |
| Q3 2022 | $1,157,000 | -3.6% | 77,107 | +0.6% | 0.00% | – |
| Q2 2022 | $1,200,000 | -3.5% | 76,635 | +10.8% | 0.00% | – |
| Q1 2022 | $1,243,000 | -5.3% | 69,160 | -2.1% | 0.00% | – |
| Q4 2021 | $1,313,000 | +15.6% | 70,610 | +6.3% | 0.00% | – |
| Q3 2021 | $1,136,000 | -6.3% | 66,443 | -0.8% | 0.00% | – |
| Q2 2021 | $1,213,000 | +8.5% | 66,963 | -1.0% | 0.00% | – |
| Q1 2021 | $1,118,000 | +3.5% | 67,628 | -4.5% | 0.00% | – |
| Q4 2020 | $1,080,000 | +20.0% | 70,846 | +4.9% | 0.00% | – |
| Q3 2020 | $900,000 | +12.6% | 67,568 | +8.6% | 0.00% | – |
| Q2 2020 | $799,000 | +7.2% | 62,229 | -3.2% | 0.00% | – |
| Q1 2020 | $745,000 | -34.0% | 64,292 | -6.1% | 0.00% | – |
| Q4 2019 | $1,128,000 | +6.5% | 68,466 | -0.4% | 0.00% | – |
| Q3 2019 | $1,059,000 | -2.6% | 68,753 | -0.1% | 0.00% | – |
| Q2 2019 | $1,087,000 | -0.7% | 68,804 | -2.8% | 0.00% | – |
| Q1 2019 | $1,095,000 | +14.1% | 70,767 | +3.6% | 0.00% | – |
| Q4 2018 | $960,000 | -21.4% | 68,337 | -5.4% | 0.00% | -100.0% |
| Q3 2018 | $1,221,000 | -44.9% | 72,215 | -45.5% | 0.00% | 0.0% |
| Q2 2018 | $2,214,000 | -0.9% | 132,570 | +1.5% | 0.00% | 0.0% |
| Q1 2018 | $2,234,000 | +69.5% | 130,590 | +71.6% | 0.00% | 0.0% |
| Q4 2017 | $1,318,000 | +30.0% | 76,114 | +17.5% | 0.00% | – |
| Q3 2017 | $1,014,000 | +53.6% | 64,805 | +50.8% | 0.00% | – |
| Q2 2017 | $660,000 | +35.8% | 42,967 | +31.0% | 0.00% | – |
| Q1 2017 | $486,000 | +5.4% | 32,793 | +2.4% | 0.00% | – |
| Q4 2016 | $461,000 | +2.7% | 32,032 | +4.9% | 0.00% | – |
| Q3 2016 | $449,000 | +115.9% | 30,526 | +98.2% | 0.00% | – |
| Q2 2016 | $208,000 | +1286.7% | 15,398 | +1244.8% | 0.00% | – |
| Q1 2016 | $15,000 | 0.0% | 1,145 | -0.4% | 0.00% | – |
| Q4 2015 | $15,000 | +7.1% | 1,150 | +9.6% | 0.00% | – |
| Q3 2015 | $14,000 | -22.2% | 1,049 | -20.3% | 0.00% | – |
| Q2 2015 | $18,000 | +28.6% | 1,317 | +31.7% | 0.00% | – |
| Q1 2015 | $14,000 | -54.8% | 1,000 | -55.0% | 0.00% | – |
| Q4 2014 | $31,000 | +121.4% | 2,222 | +122.2% | 0.00% | – |
| Q3 2014 | $14,000 | -22.2% | 1,000 | -20.1% | 0.00% | – |
| Q2 2014 | $18,000 | -84.5% | 1,251 | -84.7% | 0.00% | – |
| Q1 2014 | $116,000 | +5.5% | 8,180 | +4.9% | 0.00% | – |
| Q4 2013 | $110,000 | +17.0% | 7,799 | +11.5% | 0.00% | – |
| Q3 2013 | $94,000 | +2.2% | 6,992 | +4.4% | 0.00% | – |
| Q2 2013 | $92,000 | – | 6,700 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOWARD WEALTH MANAGEMENT, LLC | 301,100 | $4,588,000 | 2.86% |
| Shaker Financial Services, LLC | 210,659 | $3,210,000 | 1.34% |
| Shulman DeMeo Asset Management LLC | 58,979 | $899,000 | 0.26% |
| Aviance Capital Partners, LLC | 78,844 | $1,202,000 | 0.24% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 43,785 | $667,000 | 0.11% |
| FORTEM FINANCIAL GROUP, LLC | 6,300 | $96,000 | 0.06% |
| Diversified, LLC | 4,413 | $59,000 | 0.05% |
| Sheaff Brock Investment Advisors, LLC | 31,041 | $473,000 | 0.04% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,601 | $90,000 | 0.03% |
| Eudaimonia Partners, LLC | 6,320 | $96,000 | 0.02% |