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Disclosery

XSSPX NUVEEN S&P 500 DYNAMIC OVERW

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CEF (fund)

50 managers (50 13F filers) reported a position in XSSPX shares at 2024-12-31, 3,858,472 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
50
13F filers
50
New
3
Added
13
Reduced
16
Sold out
7
Shares held by filers
3,858,472

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN542,670$9.63M<0.01%-16,28913F-HRTimelineGroup
UBS Group AGin group UBS Group AG446,807$7.93M<0.01%+13,86313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC334,202$5.93M<0.01%13F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.300,573$5.34M<0.01%+53,83013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC298,075$5.29M0.04%+11,01313F-HRTimelineGroup
Shaker Financial Services, LLC245,444$4.36M1.67%+7,71113F-HRTimeline
Atria Wealth Solutions, Inc.235,474$4.18M0.05%-65813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY217,818$3.87M<0.01%+12,65913F-HR/ATimelineGroup
1607 Capital Partners, LLC208,686$3.7M0.3%-65,19613F-HRTimeline
Cambridge Investment Research Advisors,…141,254$2.51M0.01%+5,23113F-HRTimeline
LPL Financial LLC136,117$2.42M<0.01%+14,65413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/67,101$1.19M<0.01%+34713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66,178$1.18M<0.01%-56313F-HRTimelineGroup
Advisors Asset Management, Inc.62,485$1.11M0.02%-1,21613F-HR/ATimeline
DAVENPORT & Co LLC57,310$1.02M0.01%-1,21013F-HRTimeline
Shulman DeMeo Asset Management LLC47,082$836K0.23%-4013F-HRTimeline
Private Advisor Group, LLC43,296$769K<0.01%-4,48713F-HRTimeline
Tyche Wealth Partners LLC43,173$766K0.16%-1,50813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,598$738K<0.01%-42513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,018$710K<0.01%-1,41613F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC38,004$675K0.26%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,737$492K<0.01%+3,03513F-HRTimeline
GPS Wealth Strategies Group, LLC26,090$463K0.06%013F-HRTimeline
Cornerstone Advisors, LLC23,140$411K0.02%-85,66513F-HRTimeline
Cetera Investment Advisers20,637$366K<0.01%+4,17613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,904$318K<0.01%-9813F-HRTimelineGroup
Independent Advisor Alliance17,750$315K<0.01%new13F-HRTimeline
Sheaff Brock Investment Advisors, LLC17,734$315K0.03%-49713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,469$283K0.02%013F-HRTimelineGroup
Prospera Financial Services Inc14,400$256K0.01%-1,45013F-HRTimeline
Aviance Capital Partners, LLC12,411$220K0.03%+16313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,400$220K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC10,585$188K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,984$106K<0.01%+5613F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,475$97.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC2,643$46.9K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,500$44.4K0.03%13F-HRTimeline
North Star Investment Management Corp.2,000$35.5K<0.01%013F-HRTimeline
Larson Financial Group LLC1,800$31.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,778$31.6K<0.01%+1,77213F-HRTimelineGroup
Allworth Financial LP1,342$24.1K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$17.8K<0.01%013F-HRTimelineGroup
COMERICA BANK1,000$17.8K<0.01%-93013F-HR/ATimeline
IFP Advisors, Inc1,000$17.8K<0.01%013F-HRTimeline
Transce3nd, LLC382$6.78K<0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC375$6.66K<0.01%new13F-HRTimelineGroup
Kentucky Trust Co240$4.26K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.172$3.05K<0.01%013F-HRTimeline
Park Square Financial Group, LLC159$2.82K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.