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 | $1,609,409 | -33.3% | 104,907 | -30.6% | 0.75% | -28.8% |
| Q2 2023 | $2,412,101 | +194.6% | 151,233 | +191.9% | 1.05% | +194.4% |
| Q1 2023 | $818,805 | -82.9% | 51,817 | -80.5% | 0.36% | -80.1% |
| Q1 2022 | $4,784,000 | +6.1% | 266,218 | +9.8% | 1.80% | +13.1% |
| Q4 2021 | $4,511,000 | +19.2% | 242,503 | +9.5% | 1.59% | +5.2% |
| Q3 2021 | $3,784,000 | +154.6% | 221,428 | +146.4% | 1.51% | +155.7% |
| Q1 2021 | $1,486,000 | -53.7% | 89,874 | -57.3% | 0.59% | -55.8% |
| Q4 2020 | $3,210,000 | +50.8% | 210,659 | +31.8% | 1.34% | +17.7% |
| Q3 2020 | $2,128,000 | -43.2% | 159,792 | -45.2% | 1.14% | -45.0% |
| Q2 2020 | $3,747,000 | +169.8% | 291,841 | +143.3% | 2.07% | +120.6% |
| Q1 2020 | $1,389,000 | +185.2% | 119,943 | +305.8% | 0.94% | +318.8% |
| Q4 2019 | $487,000 | +22.4% | 29,560 | +4.4% | 0.22% | -0.4% |
| Q4 2018 | $398,000 | -58.2% | 28,322 | -49.8% | 0.22% | -50.8% |
| Q3 2018 | $953,000 | +9.0% | 56,366 | +0.9% | 0.46% | -1.3% |
| Q3 2017 | $874,000 | -20.8% | 55,880 | -22.3% | 0.46% | -25.4% |
| Q2 2017 | $1,104,000 | +52.7% | 71,907 | +47.3% | 0.62% | +51.5% |
| Q1 2017 | $723,000 | -49.5% | 48,808 | -53.1% | 0.41% | -56.4% |
| Q3 2016 | $1,433,000 | -3.4% | 104,163 | -5.1% | 0.94% | -8.7% |
| Q2 2016 | $1,483,000 | +287.2% | 109,712 | +292.0% | 1.03% | +331.0% |
| Q2 2015 | $383,000 | -38.9% | 27,991 | -37.6% | 0.24% | -38.7% |
| Q1 2015 | $627,000 | -70.5% | 44,849 | -70.3% | 0.39% | -71.7% |
| Q3 2014 | $2,127,000 | +106.5% | 151,255 | +112.6% | 1.38% | +120.0% |
| Q2 2014 | $1,030,000 | +349.8% | 71,157 | +328.5% | 0.63% | +270.4% |
| Q2 2013 | $229,000 | – | 16,608 | – | 0.17% | – |
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% |