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Disclosery

XSSPX NUVEEN S&P 500 DYNAMIC OVERW

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CEF (fund)

52 managers (52 13F filers) reported a position in XSSPX shares at 2025-03-31, 3,493,312 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
52
13F filers
52
New
6
Added
11
Reduced
15
Sold out
4
Shares held by filers
3,493,312

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/MN565,633$9.56M<0.01%+22,96313F-HRTimelineGroup
UBS Group AGin group UBS Group AG409,651$6.92M<0.01%-37,15613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC351,169$5.93M<0.01%+16,96713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.274,829$4.64M<0.01%-25,74413F-HRTimelineGroup
Atria Wealth Solutions, Inc.233,072$3.94M0.05%-2,40213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC224,574$3.8M0.04%-73,50113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY212,035$3.58M<0.01%-5,78313F-HRTimelineGroup
LPL Financial LLC157,845$2.67M<0.01%+21,72813F-HRTimeline
Cambridge Investment Research Advisors,…131,255$2.22M0.01%-9,99913F-HRTimeline
Integrated Wealth Concepts LLC85,034$1.44M0.02%new13F-HRTimeline
1607 Capital Partners, LLC78,436$1.33M0.11%-130,25013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,088$1.15M<0.01%+1,91013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,405$1.11M<0.01%-1,69613F-HRTimelineGroup
Advisors Asset Management, Inc.62,377$1.05M0.02%-10813F-HR/ATimeline
DAVENPORT & Co LLC57,247$967K0.01%-6313F-HRTimeline
FORTEM FINANCIAL GROUP, LLC54,533$922K0.36%+16,52913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,415$869K<0.01%+9,81713F-HRTimelineGroup
Shulman DeMeo Asset Management LLC46,859$792K0.22%-22313F-HRTimeline
Tyche Wealth Partners LLC43,173$730K0.16%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,407$700K<0.01%+1,38913F-HRTimelineGroup
Private Advisor Group, LLC38,391$649K<0.01%-4,90513F-HRTimeline
GPS Wealth Strategies Group, LLC26,090$441K0.06%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,005$423K<0.01%-2,73213F-HRTimeline
Cetera Investment Advisers20,933$354K<0.01%+29613F-HRTimeline
IFP Advisors, Inc20,930$354K0.01%+19,93013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,985$304K<0.01%+8113F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC17,859$302K0.03%+12513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,469$272K0.02%013F-HRTimelineGroup
Prospera Financial Services Inc14,400$243K0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,625$230K0.02%new13F-HR/ATimeline
Aviance Capital Partners, LLC12,411$210K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,400$210K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC10,585$179K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,861$99.1K<0.01%-12313F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,475$92.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA3,240$54.8K0.01%new13F-HRTimeline
NewEdge Advisors, LLC2,643$44.7K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,500$42.2K0.03%013F-HRTimeline
North Star Investment Management Corp.2,000$33.8K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC2,000$33K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,778$30K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,400$23.7K<0.01%-40013F-HRTimeline
Allworth Financial LP1,342$21.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$16.9K<0.01%013F-HRTimelineGroup
COMERICA BANK1,000$16.9K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…757$12.8K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC375$6.34K<0.01%013F-HRTimelineGroup
West Branch Capital LLC250$4.22K<0.01%new13F-HRTimeline
Kentucky Trust Co240$4.06K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.172$2.91K<0.01%013F-HRTimeline
Park Square Financial Group, LLC159$2.69K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.