| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Nuveen Dow 30SM Dynamic Overwrite Fund | – | 2.34 | -1.98 | -2.67 | 564.35 mm | 40 | Sep 2023 |
| 13F holders | Current |
|---|---|
| Total holders | 86 |
| Opened positions | 7 |
| Closed positions | 7 |
| Increased positions | 27 |
| Reduced positions | 35 |
| 13F shares | Current |
|---|---|
| Total value | 163.86 bn |
| Total shares | 12.90 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| MS Morgan Stanley | 1.63 mm | $24.27 bn |
| First Trust Portfolios | 1.44 mm | $0.00 |
| BAC Bank of America | 1.16 mm | $17.16 bn |
| Cornerstone Advisors | 811.53 k | $12.05 bn |
| UBS UBS | 768.71 k | $11.42 bn |
| WFC Wells Fargo & Company | 720.55 k | $10.70 bn |
| Raymond James Financial Services Advisors | 659.19 k | $9.79 bn |
| Guggenheim Capital | 602.96 k | $8.95 bn |
| IVZ Invesco | 596.69 k | $8.86 bn |
| CNH Partners | 482.67 k | $7.13 bn |
