Geneos Wealth Management Inc. - NUVEEN S&P 500 DYN OVERWRITE ownership

NUVEEN S&P 500 DYN OVERWRITE's ticker is SPXX and the CUSIP is 6706EW100. A total of 48 filers reported holding NUVEEN S&P 500 DYN OVERWRITE in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of NUVEEN S&P 500 DYN OVERWRITE
ValueSharesWeighting
Q3 2023$2,549
-5.5%
1720.0%0.00%
Q2 2023$2,697
+0.6%
1720.0%0.00%
Q1 2023$2,680
-3.4%
1720.0%0.00%
Q4 2022$2,773
+38.6%
1720.0%0.00%
Q3 2022$2,000
-87.5%
172
-83.2%
0.00%
-100.0%
Q2 2022$16,000
-15.8%
1,022
-6.4%
0.00%0.0%
Q1 2022$19,000
-5.0%
1,0920.0%0.00%0.0%
Q4 2021$20,000
+11.1%
1,0920.0%0.00%0.0%
Q3 2021$18,000
-5.3%
1,0920.0%0.00%0.0%
Q2 2021$19,000
+5.6%
1,0920.0%0.00%0.0%
Q1 2021$18,000
+28.6%
1,092
+18.7%
0.00%0.0%
Q4 2020$14,000
+16.7%
9200.0%0.00%0.0%
Q3 2020$12,000
+9.1%
9200.0%0.00%0.0%
Q2 2020$11,000
+10.0%
9200.0%0.00%0.0%
Q1 2020$10,000
-33.3%
9200.0%0.00%0.0%
Q4 2019$15,000
+7.1%
9200.0%0.00%0.0%
Q3 2019$14,000
-26.3%
920
-25.2%
0.00%0.0%
Q2 2019$19,0000.0%1,2300.0%0.00%0.0%
Q1 2019$19,000
+11.8%
1,230
-4.7%
0.00%0.0%
Q4 2018$17,000
-26.1%
1,290
-5.8%
0.00%
-50.0%
Q3 2018$23,000
+4.5%
1,3700.0%0.00%0.0%
Q2 2018$22,000
-4.3%
1,3700.0%0.00%0.0%
Q1 2018$23,000
+9.5%
1,370
+10.9%
0.00%0.0%
Q4 2017$21,000
+10.5%
1,2350.0%0.00%0.0%
Q3 2017$19,000
+5.6%
1,2350.0%0.00%0.0%
Q2 2017$18,0000.0%1,2350.0%0.00%0.0%
Q1 2017$18,000
+5.9%
1,2350.0%0.00%0.0%
Q4 2016$17,000
+6.2%
1,2350.0%0.00%0.0%
Q3 2016$16,0000.0%1,2350.0%0.00%0.0%
Q2 2016$16,0001,2350.00%
Other shareholders
NUVEEN S&P 500 DYN OVERWRITE shareholders Q4 2022
NameSharesValueWeighting ↓
HOWARD WEALTH MANAGEMENT, LLC 302,172$5,430,0002.96%
Shaker Financial Services, LLC 266,218$4,784,0001.80%
Aviance Capital Partners, LLC 91,966$1,653,0000.30%
Shulman DeMeo Asset Management LLC 49,321$886,0000.24%
GPS Wealth Strategies Group, LLC 10,954$197,0000.04%
Advisors Asset Management, Inc. 141,236$2,538,0000.04%
IBEX WEALTH ADVISORS 10,802$194,0000.04%
TILIA FIDUCIARY PARTNERS, INC. 2,250$40,0000.03%
FNY Investment Advisers, LLC 2,000$35,0000.03%
Western Wealth Management, LLC 31,520$566,0000.03%
View complete list of NUVEEN S&P 500 DYN OVERWRITE shareholders