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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $163,590 | -3.3% | 10,500 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $169,260 | +7.1% | 10,500 | -0.4% | 0.01% | 0.0% |
| Q3 2022 | $158,000 | -35.0% | 10,538 | -32.0% | 0.01% | -25.0% |
| Q2 2022 | $243,000 | -12.9% | 15,500 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $279,000 | -14.7% | 15,500 | -11.9% | 0.01% | -11.1% |
| Q4 2021 | $327,000 | +8.6% | 17,600 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $301,000 | -9.6% | 17,600 | -4.3% | 0.01% | -10.0% |
| Q2 2021 | $333,000 | +14.4% | 18,383 | +4.4% | 0.01% | +11.1% |
| Q1 2021 | $291,000 | +6.6% | 17,600 | -1.7% | 0.01% | 0.0% |
| Q4 2020 | $273,000 | +10.5% | 17,900 | -3.3% | 0.01% | -10.0% |
| Q3 2020 | $247,000 | – | 18,513 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners, LLC | 355,694 | $4,909,000 | 0.78% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 23,280 | $321,000 | 0.28% |
| Aviance Capital Partners, LLC | 33,700 | $465,000 | 0.25% |
| DOLIVER ADVISORS, LP | 27,311 | $377,000 | 0.22% |
| Advisors Asset Management, Inc. | 732,507 | $10,109,000 | 0.19% |
| Shaker Financial Services, LLC | 16,608 | $229,000 | 0.17% |
| Independence Trust CO | 13,011 | $180,000 | 0.13% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 129,182 | $1,783,000 | 0.11% |
| Carroll Financial Associates, Inc. | 8,000 | $110,000 | 0.05% |
| Thomas J. Herzfeld Advisors, Inc. | 6,001 | $83,000 | 0.05% |