| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Nuveen S&P 500 Dynamic Overwrite Fund | – | 2.46 | -1.44 | -4.00 | 284.69 mm | 487 | Sep 2023 |
| 13F holders | Current |
|---|---|
| Total holders | 29 |
| Opened positions | 6 |
| Closed positions | 28 |
| Increased positions | 5 |
| Reduced positions | 10 |
| 13F shares | Current |
|---|---|
| Total value | 25.82 bn |
| Total shares | 2.71 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| First Trust Portfolios | 966.91 k | $15.78 mm |
| Raymond James Financial Services Advisors | 280.89 k | $4.59 bn |
| Guggenheim Capital | 279.21 k | $4.56 bn |
| Atria Wealth Solutions | 236.97 k | $3.87 bn |
| MS Morgan Stanley | 193.59 k | $3.16 bn |
| Cambridge Investment Research Advisors | 134.99 k | $2.20 mm |
| Wolverine Asset Management | 117.62 k | $1.92 bn |
| BAC Bank of America | 64.81 k | $1.06 bn |
| RY Royal Bank of Canada | 64.57 k | $1.05 bn |
| Advisors Asset Management | 57.76 k | $943.14 mm |
