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 | $1,002,190 | +45.2% | 67,625 | +53.7% | 0.00% | 0.0% |
| Q2 2023 | $690,059 | +20.5% | 44,009 | +19.8% | 0.00% | 0.0% |
| Q1 2023 | $572,462 | -4.1% | 36,744 | -0.9% | 0.00% | 0.0% |
| Q4 2022 | $597,000 | +15.0% | 37,061 | +7.4% | 0.00% | 0.0% |
| Q3 2022 | $519,000 | +32.7% | 34,506 | +38.2% | 0.00% | 0.0% |
| Q2 2022 | $391,000 | +28.2% | 24,977 | +46.8% | 0.00% | 0.0% |
| Q1 2022 | $305,000 | -34.5% | 17,015 | -32.0% | 0.00% | 0.0% |
| Q4 2021 | $466,000 | -16.2% | 25,010 | -23.1% | 0.00% | 0.0% |
| Q3 2021 | $556,000 | +1.5% | 32,538 | +7.6% | 0.00% | 0.0% |
| Q2 2021 | $548,000 | -15.0% | 30,235 | -22.4% | 0.00% | -50.0% |
| Q1 2021 | $645,000 | -0.2% | 38,987 | -8.1% | 0.00% | 0.0% |
| Q4 2020 | $646,000 | +25.4% | 42,442 | +9.9% | 0.00% | 0.0% |
| Q3 2020 | $515,000 | +25.0% | 38,632 | +20.2% | 0.00% | +100.0% |
| Q2 2020 | $412,000 | +14.4% | 32,144 | +3.2% | 0.00% | 0.0% |
| Q1 2020 | $360,000 | – | 31,141 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aviance Capital Partners, LLC | 80,610 | $1,379,000 | 0.42% |
| FinTrust Investment Advisory Services, LLC | 13,769 | $236,000 | 0.22% |
| Sheaff Brock Investment Advisors, LLC | 40,093 | $686,000 | 0.07% |
| Parisi Gray Wealth Management | 5,000 | $87,000 | 0.07% |
| VICUS CAPITAL | 18,952 | $324,000 | 0.06% |
| Advisors Asset Management, Inc. | 110,645 | $1,958,000 | 0.03% |
| Raymond James Financial Services Advisors, Inc. | 310,174 | $5,307,000 | 0.03% |
| NewEdge Advisors, LLC | 13,819 | $239,000 | 0.03% |
| SECURITY NATIONAL TRUST CO | 1,675 | $29,000 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 90,120 | $1,542,000 | 0.01% |