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Disclosery

XSSPX NUVEEN S&P 500 DYNAMIC OVERW

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CEF (fund)

51 managers (51 13F filers) reported a position in XSSPX shares at 2025-06-30, 3,333,389 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
51
13F filers
51
New
7
Added
14
Reduced
14
Sold out
7
Shares held by filers
3,333,389

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/MN558,025$9.9M<0.01%-7,60813F-HRTimelineGroup
UBS Group AGin group UBS Group AG395,558$7.02M<0.01%-14,09313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC344,245$6.11M<0.01%-6,92413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.300,086$5.32M<0.01%+25,25713F-HRTimelineGroup
LPL Financial LLC250,586$4.45M<0.01%+92,74113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY213,809$3.79M<0.01%+1,77413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC174,286$3.09M0.03%-50,28813F-HRTimelineGroup
Cambridge Investment Research Advisors,…124,761$2.21M0.01%-6,49413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,129$1.88M<0.01%+54,71413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/80,135$1.42M<0.01%+14,73013F-HRTimelineGroup
Shaker Financial Services, LLC71,075$1.27M0.46%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,158$1.19M<0.01%-93013F-HR/ATimelineGroup
Advisors Asset Management, Inc.61,993$1.1M0.02%-38413F-HR/ATimeline
FORTEM FINANCIAL GROUP, LLC58,419$1.04M0.33%+3,88613F-HRTimeline
DAVENPORT & Co LLC53,497$949K0.01%-3,75013F-HRTimeline
Shulman DeMeo Asset Management LLC46,784$830K0.21%-7513F-HRTimeline
Tyche Wealth Partners LLC44,681$793K0.16%+1,50813F-HRTimeline
Private Advisor Group, LLC39,276$697K<0.01%+88513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,824$689K<0.01%-2,58313F-HRTimelineGroup
1607 Capital Partners, LLC34,530$613K0.05%-43,90613F-HRTimeline
IFP Advisors, Inc29,740$528K0.02%+8,81013F-HRTimeline
GPS Wealth Strategies Group, LLC26,090$463K0.05%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,095$445K<0.01%+9013F-HRTimeline
Cetera Investment Advisers20,198$358K<0.01%-73513F-HRTimeline
Allworth Financial LP19,205$341K<0.01%+17,86313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,046$338K<0.01%+1,06113F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,469$298K0.01%013F-HRTimelineGroup
Prospera Financial Services Inc14,400$255K<0.01%013F-HRTimeline
Western Wealth Management, LLC14,368$255K0.02%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,625$242K0.02%013F-HRTimeline
Aviance Capital Partners, LLC12,504$222K0.03%+9313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,400$220K<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,772$191K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC10,585$188K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,835$104K<0.01%-2613F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,225$92.7K<0.01%-25013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,200$56.8K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC2,643$46.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.2,000$35.5K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC2,000$35K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$17.7K<0.01%013F-HRTimelineGroup
COMERICA BANK1,000$17.7K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…772$13.7K0.01%+1513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC375$6.65K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC318$5.64K<0.01%new13F-HRTimeline
Kentucky Trust Co240$4.26K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.172$3.05K<0.01%013F-HRTimeline
Park Square Financial Group, LLC159$2.82K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…96$1.7K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
First Horizon Advisors, Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.