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 | $2,402,877 | -5.2% | 162,137 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $2,535,027 | +1.8% | 161,673 | +1.2% | 0.00% | 0.0% |
| Q1 2023 | $2,490,025 | -3.4% | 159,822 | -0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,577,280 | +9.8% | 159,881 | +2.2% | 0.00% | 0.0% |
| Q3 2022 | $2,347,000 | -12.3% | 156,386 | -8.4% | 0.00% | -33.3% |
| Q2 2022 | $2,675,000 | +20.7% | 170,800 | +38.5% | 0.00% | +50.0% |
| Q1 2022 | $2,216,000 | -2.5% | 123,300 | +0.9% | 0.00% | 0.0% |
| Q4 2021 | $2,272,000 | +23.5% | 122,146 | +13.5% | 0.00% | 0.0% |
| Q3 2021 | $1,839,000 | +1.0% | 107,607 | +7.0% | 0.00% | 0.0% |
| Q2 2021 | $1,821,000 | +11.2% | 100,546 | +1.5% | 0.00% | 0.0% |
| Q1 2021 | $1,637,000 | -18.8% | 99,030 | -25.1% | 0.00% | -33.3% |
| Q4 2020 | $2,016,000 | +74.7% | 132,259 | +52.6% | 0.00% | +50.0% |
| Q3 2020 | $1,154,000 | -11.8% | 86,643 | -15.0% | 0.00% | 0.0% |
| Q2 2020 | $1,308,000 | +37.7% | 101,894 | +24.3% | 0.00% | 0.0% |
| Q1 2020 | $950,000 | -30.8% | 82,006 | -1.7% | 0.00% | 0.0% |
| Q4 2019 | $1,373,000 | +14.6% | 83,393 | +7.2% | 0.00% | 0.0% |
| Q3 2019 | $1,198,000 | -1.7% | 77,806 | +0.9% | 0.00% | -33.3% |
| Q2 2019 | $1,219,000 | +24.4% | 77,145 | +21.8% | 0.00% | +50.0% |
| Q1 2019 | $980,000 | +51.9% | 63,329 | +37.9% | 0.00% | 0.0% |
| Q4 2018 | $645,000 | -6.9% | 45,918 | +12.0% | 0.00% | 0.0% |
| Q3 2018 | $693,000 | +13.6% | 40,991 | +12.2% | 0.00% | 0.0% |
| Q2 2018 | $610,000 | -5.7% | 36,537 | -3.4% | 0.00% | 0.0% |
| Q1 2018 | $647,000 | +18.9% | 37,840 | +20.4% | 0.00% | 0.0% |
| Q4 2017 | $544,000 | +40.2% | 31,430 | +26.7% | 0.00% | +100.0% |
| Q3 2017 | $388,000 | +1.6% | 24,810 | -0.3% | 0.00% | 0.0% |
| Q2 2017 | $382,000 | -89.1% | 24,882 | -89.5% | 0.00% | -95.8% |
| Q1 2017 | $3,492,000 | +203.7% | 236,760 | +196.1% | 0.02% | +166.7% |
| Q4 2016 | $1,150,000 | +40.2% | 79,949 | +31.7% | 0.01% | +12.5% |
| Q3 2016 | $820,000 | +1.6% | 60,710 | +3.4% | 0.01% | +14.3% |
| Q2 2016 | $807,000 | -61.4% | 58,712 | -63.3% | 0.01% | +16.7% |
| Q1 2016 | $2,090,000 | +32.4% | 159,910 | +35.8% | 0.01% | +50.0% |
| Q4 2015 | $1,579,000 | +165.8% | 117,732 | +162.7% | 0.00% | +33.3% |
| Q3 2015 | $594,000 | -2.6% | 44,822 | +0.4% | 0.00% | 0.0% |
| Q2 2015 | $610,000 | -4.4% | 44,638 | -2.4% | 0.00% | 0.0% |
| Q1 2015 | $638,000 | +4.2% | 45,752 | +7.0% | 0.00% | 0.0% |
| Q4 2014 | $612,000 | -5.1% | 42,772 | -7.4% | 0.00% | -25.0% |
| Q3 2014 | $645,000 | -0.8% | 46,206 | +2.8% | 0.00% | 0.0% |
| Q2 2014 | $650,000 | +2.8% | 44,942 | +0.8% | 0.00% | 0.0% |
| Q1 2014 | $632,000 | -2.6% | 44,572 | -3.0% | 0.00% | 0.0% |
| Q4 2013 | $649,000 | -1.2% | 45,934 | -2.8% | 0.00% | 0.0% |
| Q3 2013 | $657,000 | +2.2% | 47,259 | +1.4% | 0.00% | -20.0% |
| Q2 2013 | $643,000 | – | 46,590 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOWARD WEALTH MANAGEMENT, LLC | 302,172 | $5,430,000 | 2.96% |
| Shaker Financial Services, LLC | 266,218 | $4,784,000 | 1.80% |
| Aviance Capital Partners, LLC | 91,966 | $1,653,000 | 0.30% |
| Shulman DeMeo Asset Management LLC | 49,321 | $886,000 | 0.24% |
| GPS Wealth Strategies Group, LLC | 10,954 | $197,000 | 0.04% |
| Advisors Asset Management, Inc. | 141,236 | $2,538,000 | 0.04% |
| IBEX WEALTH ADVISORS | 10,802 | $194,000 | 0.04% |
| TILIA FIDUCIARY PARTNERS, INC. | 2,250 | $40,000 | 0.03% |
| FNY Investment Advisers, LLC | 2,000 | $35,000 | 0.03% |
| Western Wealth Management, LLC | 31,520 | $566,000 | 0.03% |