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 | $1,167,785 | +40.1% | 78,798 | +48.2% | 0.00% | – |
| Q2 2023 | $833,434 | +17.9% | 53,153 | +17.2% | 0.00% | – |
| Q1 2023 | $706,869 | +10.7% | 45,370 | +14.6% | 0.00% | – |
| Q4 2022 | $638,417 | +15.0% | 39,604 | +7.1% | 0.00% | – |
| Q3 2022 | $555,000 | -72.2% | 36,970 | -71.1% | 0.00% | – |
| Q2 2022 | $2,000,000 | +196.7% | 127,742 | +240.6% | 0.00% | – |
| Q1 2022 | $674,000 | -2.7% | 37,502 | +0.7% | 0.00% | – |
| Q4 2021 | $693,000 | +38.3% | 37,241 | +27.1% | 0.00% | – |
| Q3 2021 | $501,000 | -0.4% | 29,312 | +5.5% | 0.00% | – |
| Q2 2021 | $503,000 | +14.1% | 27,795 | +4.2% | 0.00% | – |
| Q1 2021 | $441,000 | +4.3% | 26,685 | -3.8% | 0.00% | – |
| Q4 2020 | $423,000 | +11.6% | 27,740 | -2.7% | 0.00% | – |
| Q3 2020 | $379,000 | +5.9% | 28,510 | +2.2% | 0.00% | – |
| Q2 2020 | $358,000 | -22.8% | 27,909 | -30.4% | 0.00% | – |
| Q1 2020 | $464,000 | -29.9% | 40,086 | -0.3% | 0.00% | – |
| Q4 2019 | $662,000 | +3.3% | 40,201 | -3.4% | 0.00% | – |
| Q3 2019 | $641,000 | -0.2% | 41,634 | +2.4% | 0.00% | – |
| Q2 2019 | $642,000 | +34.6% | 40,653 | +32.0% | 0.00% | – |
| Q1 2019 | $477,000 | -38.6% | 30,792 | -44.3% | 0.00% | – |
| Q4 2018 | $777,000 | -8.0% | 55,282 | +10.6% | 0.00% | – |
| Q3 2018 | $845,000 | -78.3% | 49,979 | -78.6% | 0.00% | -100.0% |
| Q2 2018 | $3,895,000 | +117.5% | 233,213 | +122.8% | 0.00% | – |
| Q1 2018 | $1,791,000 | +24.2% | 104,655 | +25.6% | 0.00% | – |
| Q4 2017 | $1,442,000 | -1.8% | 83,330 | -11.3% | 0.00% | – |
| Q3 2017 | $1,469,000 | +106.9% | 93,945 | +103.1% | 0.00% | – |
| Q2 2017 | $710,000 | +180.6% | 46,262 | +171.2% | 0.00% | – |
| Q1 2017 | $253,000 | -53.5% | 17,059 | -54.9% | 0.00% | – |
| Q4 2016 | $544,000 | -1.1% | 37,787 | -5.5% | 0.00% | – |
| Q3 2016 | $550,000 | +8.5% | 39,977 | +6.6% | 0.00% | – |
| Q2 2016 | $507,000 | -1.2% | 37,503 | -2.6% | 0.00% | – |
| Q1 2016 | $513,000 | +26.7% | 38,523 | +28.2% | 0.00% | – |
| Q4 2015 | $405,000 | +11.6% | 30,043 | +4.7% | 0.00% | – |
| Q3 2015 | $363,000 | -24.2% | 28,699 | -18.0% | 0.00% | – |
| Q2 2015 | $479,000 | +5.0% | 34,993 | +7.1% | 0.00% | – |
| Q1 2015 | $456,000 | -11.6% | 32,667 | -9.4% | 0.00% | – |
| Q4 2014 | $516,000 | -1.5% | 36,055 | -3.3% | 0.00% | – |
| Q3 2014 | $524,000 | -86.6% | 37,272 | -86.2% | 0.00% | -100.0% |
| Q2 2014 | $3,903,000 | +6.0% | 269,733 | +3.8% | 0.00% | 0.0% |
| Q1 2014 | $3,682,000 | -11.9% | 259,818 | -12.2% | 0.00% | -50.0% |
| Q4 2013 | $4,177,000 | +7.7% | 295,788 | +3.0% | 0.00% | 0.0% |
| Q3 2013 | $3,877,000 | -1.1% | 287,198 | +1.1% | 0.00% | 0.0% |
| Q2 2013 | $3,920,000 | – | 284,084 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOWARD WEALTH MANAGEMENT, LLC | 301,100 | $4,588,000 | 2.86% |
| Shaker Financial Services, LLC | 210,659 | $3,210,000 | 1.34% |
| Shulman DeMeo Asset Management LLC | 58,979 | $899,000 | 0.26% |
| Aviance Capital Partners, LLC | 78,844 | $1,202,000 | 0.24% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 43,785 | $667,000 | 0.11% |
| FORTEM FINANCIAL GROUP, LLC | 6,300 | $96,000 | 0.06% |
| Diversified, LLC | 4,413 | $59,000 | 0.05% |
| Sheaff Brock Investment Advisors, LLC | 31,041 | $473,000 | 0.04% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,601 | $90,000 | 0.03% |
| Eudaimonia Partners, LLC | 6,320 | $96,000 | 0.02% |