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Disclosery

XSSPX NUVEEN S&P 500 DYNAMIC OVERW

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CEF (fund)

53 managers (53 13F filers) reported a position in XSSPX shares at 2025-09-30, 3,562,161 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
53
13F filers
53
New
5
Added
17
Reduced
17
Sold out
2
Shares held by filers
3,562,161

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/MN681,700$11.9M<0.01%+123,67513F-HRTimelineGroup
UBS Group AGin group UBS Group AG405,266$7.09M<0.01%+9,70813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC345,809$6.05M<0.01%+1,56413F-HRTimelineGroup
LPL Financial LLC311,705$5.45M<0.01%+61,11913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.309,248$5.41M<0.01%+9,16213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY222,688$3.89M<0.01%+8,87913F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…125,788$2.2M0.01%+1,02713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.120,917$2.11M<0.01%+14,78813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC113,701$1.99M0.01%-60,58513F-HRTimelineGroup
Shaker Financial Services, LLC85,118$1.52M0.52%+14,04313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/76,791$1.34M<0.01%-3,34413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66,479$1.16M<0.01%-67913F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC62,687$1.1M0.31%+4,26813F-HRTimeline
Advisors Asset Management, Inc.61,898$1.08M0.02%-9513F-HR/ATimeline
DAVENPORT & Co LLC53,386$934K0.01%-11113F-HRTimeline
Shulman DeMeo Asset Management LLC46,733$817K0.19%-5113F-HRTimeline
PMG Family Office LLC44,637$796K0.89%13F-HRTimeline
Tyche Wealth Partners LLC44,787$783K0.14%+10613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,396$672K<0.01%-42813F-HRTimelineGroup
Private Advisor Group, LLC38,236$669K<0.01%-1,04013F-HRTimeline
IFP Advisors, Inc29,600$518K0.01%-14013F-HR/ATimeline
GPS Wealth Strategies Group, LLC26,090$456K0.05%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,585$430K<0.01%-51013F-HRTimeline
Cetera Investment Advisers21,485$376K<0.01%+1,28713F-HRTimeline
Allworth Financial LP19,287$337K<0.01%+8213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,297$320K<0.01%-74913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP15,997$280K<0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,219$269K0.01%-1,25013F-HRTimelineGroup
Western Wealth Management, LLC14,402$252K0.01%+3413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,400$252K<0.01%+2,00013F-HRTimelineGroup
1607 Capital Partners, LLC14,331$251K0.02%-20,19913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,625$238K0.01%013F-HRTimeline
Aviance Capital Partners, LLC12,592$220K0.03%+8813F-HRTimeline
Prospera Financial Services Inc12,400$217K<0.01%-2,00013F-HRTimeline
Janney Montgomery Scott LLC10,794$189K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC10,585$185K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,011$175K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,805$102K<0.01%-3013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,755$65.7K<0.01%+55513F-HRTimelineGroup
NewEdge Advisors, LLC2,643$46.2K<0.01%013F-HRTimeline
North Star Investment Management Corp.2,000$35K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC2,000$34K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,725$30.2K<0.01%-3,50013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$17.5K<0.01%013F-HRTimelineGroup
COMERICA BANK1,000$17.5K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…800$14K<0.01%new13F-HRTimelineGroup
Smallwood Wealth Investment Management,…522$9.14K<0.01%-25013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC375$6.56K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC318$5.56K<0.01%013F-HRTimeline
Kentucky Trust Co240$4.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.172$3.01K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…96$1.68K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC40$700<0.01%new13F-HRTimeline