NUVEEN S&P 500 DYN OVERWRITE's ticker is SPXX and the CUSIP is 6706EW100. A total of 32 filers reported holding NUVEEN S&P 500 DYN OVERWRITE in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $593,616 | -34.2% | 40,055 | -30.4% | 0.00% | – |
| Q2 2023 | $902,708 | +5.6% | 57,571 | +5.0% | 0.00% | – |
| Q1 2023 | $854,614 | -8.4% | 54,853 | -5.2% | 0.00% | – |
| Q4 2022 | $933,000 | +7.9% | 57,887 | +0.5% | 0.00% | – |
| Q3 2022 | $865,000 | -1.8% | 57,618 | +2.5% | 0.00% | – |
| Q2 2022 | $881,000 | -14.7% | 56,226 | -2.2% | 0.00% | – |
| Q1 2022 | $1,033,000 | +0.5% | 57,501 | +4.1% | 0.00% | – |
| Q4 2021 | $1,028,000 | +164.3% | 55,247 | +142.7% | 0.00% | – |
| Q3 2021 | $389,000 | +0.8% | 22,763 | +6.7% | 0.00% | – |
| Q2 2021 | $386,000 | +15.6% | 21,338 | +5.5% | 0.00% | – |
| Q1 2021 | $334,000 | +59.8% | 20,232 | +47.3% | 0.00% | – |
| Q4 2020 | $209,000 | -4.1% | 13,732 | +3.9% | 0.00% | – |
| Q4 2019 | $218,000 | +0.9% | 13,218 | -6.0% | 0.00% | – |
| Q3 2019 | $216,000 | -9.2% | 14,055 | -6.9% | 0.00% | – |
| Q2 2019 | $238,000 | +4.4% | 15,089 | +2.6% | 0.00% | – |
| Q1 2019 | $228,000 | -3.0% | 14,706 | -12.0% | 0.00% | – |
| Q4 2018 | $235,000 | -32.9% | 16,717 | -19.2% | 0.00% | – |
| Q3 2018 | $350,000 | -26.8% | 20,682 | -27.8% | 0.00% | – |
| Q2 2018 | $478,000 | -9.5% | 28,633 | -8.0% | 0.00% | – |
| Q1 2018 | $528,000 | -25.7% | 31,125 | -24.2% | 0.00% | – |
| Q4 2017 | $711,000 | -30.7% | 41,070 | -37.4% | 0.00% | – |
| Q3 2017 | $1,026,000 | -26.9% | 65,612 | -28.2% | 0.00% | -100.0% |
| Q2 2017 | $1,404,000 | +4.9% | 91,415 | -0.7% | 0.00% | 0.0% |
| Q1 2017 | $1,339,000 | +17.3% | 92,018 | +26.4% | 0.00% | 0.0% |
| Q4 2016 | $1,142,000 | +155.5% | 72,791 | +116.5% | 0.00% | – |
| Q3 2016 | $447,000 | +202.0% | 33,625 | +195.4% | 0.00% | – |
| Q2 2016 | $148,000 | -2.0% | 11,381 | +0.6% | 0.00% | – |
| Q1 2016 | $151,000 | -5.6% | 11,318 | -3.0% | 0.00% | – |
| Q2 2015 | $160,000 | -15.8% | 11,673 | -14.0% | 0.00% | – |
| Q1 2015 | $190,000 | -14.8% | 13,573 | -13.0% | 0.00% | – |
| Q4 2014 | $223,000 | +16.8% | 15,596 | +14.9% | 0.00% | – |
| Q3 2014 | $191,000 | -9.9% | 13,573 | -7.5% | 0.00% | – |
| Q2 2014 | $212,000 | +24.0% | 14,673 | +21.7% | 0.00% | – |
| Q1 2014 | $171,000 | +7.5% | 12,053 | +7.1% | 0.00% | – |
| Q4 2013 | $159,000 | +21.4% | 11,253 | +15.9% | 0.00% | – |
| Q3 2013 | $131,000 | -2.2% | 9,710 | 0.0% | 0.00% | – |
| Q2 2013 | $134,000 | – | 9,710 | – | 0.00% | – |
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% |