Inside-Filings
Projekt anfragen

Investitionen in Aktie Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)

Alle Fondsgesellschaften und deren Investment in diese Aktie über die letzten 4 Quartale.
Fonds2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
673.943.979 $+466.740.942 $
+2.677,7 %
65.061.403 $+6.469.750 $
+2.298,9 %
59.497.638 $+1.966.798 $
-3,3 %
56.268.185 $+4.152.241 $
+42,6 %
MORGAN STANLEY196.500.891 $+192.338.619 $
+4.621,0 %
4.162.272 $+267.449 $
+6,9 %
3.894.823 $+101.835 $
+2,7 %
3.792.988 $+209.585 $
+5,8 %
WELLS FARGO & COMPANY/MN42.215.158 $+29.573.277 $
+233,9 %
12.641.881 $+718.942 $
+6,0 %
11.922.939 $+2.023.568 $
+20,4 %
9.899.371 $+340.173 $
+3,6 %
LPL Financial LLC31.726.940 $+25.292.630 $
+393,1 %
6.434.310 $+982.592 $
+18,0 %
5.451.718 $+1.006.317 $
+22,6 %
4.445.401 $+1.777.816 $
+66,6 %
Invesco Ltd.31.288.187 $+25.007.453 $
+398,2 %
6.280.734 $+871.986 $
+16,1 %
5.408.748 $+85.223 $
+1,6 %
5.323.525 $+678.915 $
+14,6 %
UBS Group AG30.278.290 $+23.255.318 $
+331,1 %
7.022.972 $-65.130 $
-0,9 %
7.088.102 $+70.903 $
+1,0 %
7.017.199 $+94.097 $
+1,4 %
RAYMOND JAMES FINANCIAL INC29.507.948 $+23.245.433 $
+371,2 %
6.262.515 $+214.303 $
+3,5 %
6.048.212 $-58.706 $
-1,0 %
6.106.918 $+172.161 $
+2,9 %
Allspring Global Investments Holdings, LLC26.059.867 $+25.374.942 $
+3.704,8 %
684.925 $
Saba Capital Management, L.P.24.706.388 $
BANK OF AMERICA CORP /DE/21.317.487 $+19.971.159 $
+1.483,4 %
1.346.328 $+3.260 $
+0,2 %
1.343.068 $-78.528 $
-5,5 %
1.421.596 $+316.248 $
+28,6 %
Advisors Asset Management, Inc.19.188.351 $+18.192.218 $
+1.826,3 %
996.133 $-86.463 $
-8,0 %
1.082.596 $-17.160 $
-1,6 %
1.099.756 $+45.585 $
+4,3 %
GUGGENHEIM CAPITAL LLC16.864.912 $+13.525.203 $
+405,0 %
3.339.709 $+1.351.078 $
+67,9 %
1.988.631 $-1.103.203 $
-35,7 %
3.091.834 $-703.467 $
-18,5 %
HighTower Advisors, LLC9.528.207 $
OSAIC HOLDINGS, INC.9.493.599 $+6.778.542 $
+249,7 %
2.715.057 $+600.884 $
+28,4 %
2.114.173 $+231.418 $
+12,3 %
1.882.755 $+1.013.840 $
+116,7 %
WOLVERINE ASSET MANAGEMENT LLC8.831.879 $+8.817.844 $
+62.827,5 %
14.035 $
ROYAL BANK OF CANADA8.497.000 $+7.158.000 $
+534,6 %
1.339.000 $+176.000 $
+15,1 %
1.163.000 $-28.000 $
-2,4 %
1.191.000 $+40.000 $
+3,5 %
ABSOLUTE INVESTMENT ADVISERS, LLC6.917.058 $
AMERIPRISE FINANCIAL INC6.914.569 $+6.186.617 $
+849,9 %
727.952 $+56.411 $
+8,4 %
671.541 $-17.192 $
-2,5 %
688.733 $-11.049 $
-1,6 %
Shaker Financial Services, LLC6.545.692 $+5.028.179 $
+331,3 %
1.517.513 $+245.906 $
+19,3 %
1.271.607 $
Twelve Points Wealth Management LLC5.230.795 $
STIFEL FINANCIAL CORP5.211.378 $
Capital Investment Advisors, LLC4.588.544 $
Cetera Investment Advisers4.213.985 $+3.719.195 $
+751,7 %
494.790 $+119.007 $
+31,7 %
375.783 $+17.469 $
+4,9 %
358.314 $+4.553 $
+1,3 %
Independent Advisor Alliance3.977.082 $
ENVESTNET ASSET MANAGEMENT INC3.957.584 $+3.782.492 $
+2.160,3 %
175.092 $
COMMONWEALTH EQUITY SERVICES, LLC3.939.020 $+3.497.210 $
+791,6 %
441.810 $+441.380 $
+102.646,5 %
430 $-15 $
-3,4 %
445 $+22 $
+5,2 %
Hennion & Walsh Asset Management, Inc.3.384.005 $+3.118.997 $
+1.176,9 %
265.008 $
Kestra Advisory Services, LLC3.369.996 $+3.299.815 $
+4.701,9 %
70.181 $
&PARTNERS3.353.491 $
MONECO ADVISORS, LLC3.268.075 $
Quarry LP3.239.454 $
Sage Capital Management, LLC3.174.020 $
Shulman DeMeo Asset Management LLC2.534.560 $+1.702.411 $
+204,6 %
832.149 $+14.789 $
+1,8 %
817.360 $-12.588 $
-1,5 %
829.948 $+38.031 $
+4,8 %
Altium Capital Management LLC2.529.338 $
Thomas J. Herzfeld Advisors, Inc.2.395.908 $
TWO SIGMA INVESTMENTS, LP2.274.001 $+1.774.004 $
+354,8 %
499.997 $+220.209 $
+78,7 %
279.788 $
Advisory Advocates, LLC2.193.394 $
NewEdge Advisors, LLC2.180.083 $+2.132.403 $
+4.472,3 %
47.680 $+1.454 $
+3,1 %
46.226 $-661 $
-1,4 %
46.887 $+2.220 $
+5,0 %
Ionic Capital Management LLC2.104.961 $
FORTEM FINANCIAL GROUP, LLC2.103.762 $+819.657 $
+63,8 %
1.284.105 $+187.709 $
+17,1 %
1.096.396 $+60.043 $
+5,8 %
1.036.353 $+114.745 $
+12,5 %
Bulldog Investors, LLP2.015.423 $
1607 Capital Partners, LLC1.902.543 $+1.644.012 $
+635,9 %
258.531 $+7.882 $
+3,1 %
250.649 $-361.913 $
-59,1 %
612.562 $-713.006 $
-53,8 %
LIGHTHOUSE FINANCIAL SERVICES INC /ADV1.895.573 $
PMG Family Office LLC1.805.866 $+996.285 $
+123,1 %
809.581 $+13.866 $
+1,7 %
795.715 $
Focus Partners Wealth1.750.253 $
RIVERNORTH CAPITAL MANAGEMENT, LLC1.596.313 $
Prospera Financial Services Inc1.590.088 $+1.373.212 $
+633,2 %
216.876 $-38.580 $
-15,1 %
255.456 $+12.096 $
+5,0 %
TPG Advisors LLC1.589.596 $
Cypress Capital Management LLC (WY)1.518.326 $
Private Advisor Group, LLC1.478.525 $+912.859 $
+161,4 %
565.666 $-103.089 $
-15,4 %
668.755 $-28.006 $
-4,0 %
696.761 $+47.958 $
+7,4 %
D.A. DAVIDSON & CO.1.470.984 $
Richmond Investment Services, LLC1.431.070 $
Almitas Capital LLC1.423.031 $
MML INVESTORS SERVICES, LLC1.375.297 $
FORTERIS WEALTH MANAGEMENT INC.1.370.723 $
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1.288.878 $+1.285.270 $
+35.622,8 %
3.608 $
Integrated Wealth Concepts LLC1.204.470 $-232.605 $
-16,2 %
Moors & Cabot, Inc.1.195.531 $+1.012.764 $
+554,1 %
182.767 $
ASHTON THOMAS SECURITIES, LLC1.096.778 $
ISLAY CAPITAL MANAGEMENT, LLC1.070.434 $
DAVENPORT & Co LLC1.065.586 $+102.503 $
+10,6 %
963.083 $+29.362 $
+3,1 %
933.721 $-15.316 $
-1,6 %
949.037 $-18.437 $
-1,9 %
Tyche Wealth Partners LLC1.041.060 $+229.191 $
+28,2 %
811.869 $+28.546 $
+3,6 %
783.323 $-9.326 $
-1,2 %
792.649 $+63.018 $
+8,6 %
Allworth Financial LP1.013.180 $+665.185 $
+191,1 %
347.995 $+10.665 $
+3,2 %
337.330 $-3.367 $
-1,0 %
340.697 $+318.902 $
+1.463,2 %
TRUIST FINANCIAL CORP979.150 $+646.158 $
+194,0 %
332.992 $+12.973 $
+4,1 %
320.019 $-17.858 $
-5,3 %
337.877 $+33.935 $
+11,2 %
Blake Schutter Theil Wealth Advisors, LLC922.073 $
GatePass Capital, LLC844.689 $
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO838.259 $+734.475 $
+707,7 %
103.784 $+2.255 $
+2,2 %
101.529 $-1.984 $
-1,9 %
103.513 $+4.462 $
+4,5 %
Logan Stone Capital, LLC824.520 $+627.451 $
+318,4 %
197.069 $
Patriot Financial Group Insurance Agency, LLC823.298 $
SIMS INVESTMENT MANAGEMENT, LLC810.924 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP809.671 $
Leo Wealth, LLC801.154 $
Dynamic Advisor Solutions LLC797.897 $
Compound Planning, Inc.796.906 $
Pathstone Holdings, LLC766.573 $
Rockefeller Capital Management L.P.747.966 $+733.974 $
+5.245,7 %
13.992 $
Steward Partners Investment Advisory, LLC732.336 $+701.217 $
+2.253,3 %
31.119 $+949 $
+3,1 %
30.170 $-62.522 $
-67,5 %
92.692 $+164 $
+0,2 %
PNC FINANCIAL SERVICES GROUP, INC.724.761 $+706.721 $
+3.917,5 %
18.040 $+550 $
+3,1 %
17.490 $-250 $
-1,4 %
17.740 $+840 $
+5,0 %
NATIONS FINANCIAL GROUP INC, /IA/ /ADV717.349 $
Baird Financial Group, Inc.704.518 $
Alteri Wealth LLC690.062 $
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC685.839 $
Venture Visionary Partners LLC670.183 $
World Investment Advisors655.910 $
Western Wealth Management, LLC650.821 $+33.616 $
+5,4 %
617.205 $+365.311 $
+145,0 %
251.894 $-2.989 $
-1,2 %
254.883 $
CHOREO, LLC648.192 $
DIVERSIFY WEALTH MANAGEMENT, LLC645.262 $
Patten Group, Inc.641.477 $
UMB Bank, n.a.640.021 $
IFP Advisors, Inc612.331 $+90.253 $
+17,3 %
522.078 $+4.374 $
+0,8 %
517.704 $-9.883 $
-1,9 %
527.587 $+173.870 $
+49,2 %
Farther Finance Advisors, LLC592.025 $+563.738 $
+1.992,9 %
28.287 $+22.725 $
+408,6 %
5.562 $-79 $
-1,4 %
5.641 $
NBC SECURITIES, INC.591.167 $
Investment Partners Asset Management, Inc.584.145 $
Spire Wealth Management579.345 $
Summit Financial, LLC579.341 $
Focused Wealth Management, Inc563.591 $
CAPTRUST FINANCIAL ADVISORS556.547 $
INTEGRATED CAPITAL MANAGEMENT, INC.553.356 $
Sanctuary Advisors, LLC529.302 $
WORLD EQUITY GROUP, INC.528.077 $
Pflug Koory, LLC525.296 $
Closed-End Fund Advisors, Inc.517.972 $
Hilltop Holdings Inc.512.215 $
Quantedge Capital Pte Ltd491.356 $
Waverly Advisors, LLC477.039 $
COMMONS CAPITAL, LLC474.840 $
GPS Wealth Strategies Group, LLC456.314 $-6.521 $
-1,4 %
462.835 $+21.913 $
+5,0 %
MARCO INVESTMENT MANAGEMENT LLC462.832 $
SCHNIEDERS CAPITAL MANAGEMENT, LLC.455.360 $
Jackson, Grant Investment Advisers, Inc.431.817 $
Calamos Advisors LLC417.499 $
Institute for Wealth Management, LLC.413.856 $
Pointe Capital Management LLC390.613 $
Creative Planning385.084 $
INSTRUMENTAL WEALTH, LLC362.068 $
SAGESPRING WEALTH PARTNERS, LLC323.921 $
Lido Advisors, LLC323.020 $
StoneX Group Inc.313.305 $
Mariner, LLC312.613 $
Concurrent Investment Advisors, LLC309.282 $
XTX Topco Ltd305.250 $
JANE STREET GROUP, LLC301.778 $
Diversify Advisory Services, LLC274.094 $+5.022 $
+1,9 %
269.072 $-28.852 $
-9,7 %
297.924 $+26.021 $
+9,6 %
Palogic Value Management, L.P.288.366 $
CoreCap Advisors, LLC277.481 $
Kovack Advisors, Inc.266.522 $
WEALTH EFFECTS LLC263.963 $
Armor Investment Advisors, LLC262.636 $
KINGSWOOD WEALTH ADVISORS, LLC261.861 $+16.066 $
+6,5 %
245.795 $+7.494 $
+3,1 %
238.301 $-3.407 $
-1,4 %
241.708 $+11.445 $
+5,0 %
Maltin Wealth Management, Inc.258.766 $
BANK OF MONTREAL /CAN/216.878 $-26.587 $
-10,9 %
243.465 $-8.391 $
-3,3 %
251.856 $+31.880 $
+14,5 %
219.976 $+10.416 $
+5,0 %
PKS Advisory Services, LLC251.290 $
Procyon Advisors, LLC250.837 $
Aviance Capital Partners, LLC249.269 $+18.818 $
+8,2 %
230.451 $+10.213 $
+4,6 %
220.238 $-1.575 $
-0,7 %
221.813 $+12.060 $
+5,7 %
Triumph Capital Management244.505 $
Apriem Advisors242.450 $
Bay Capital Advisors, LLC239.909 $
Kingsview Wealth Management, LLC239.562 $
CSS LLC/IL239.218 $
Morey & Quinn Wealth Partners, LLC238.561 $
KESTRA PRIVATE WEALTH SERVICES, LLC231.676 $
NORTHEAST PLANNING ASSOCIATES, INC. / NH /231.221 $
UHLMANN PRICE SECURITIES, LLC228.307 $
Blue Trust, Inc.225.912 $
MERCER GLOBAL ADVISORS INC /ADV225.712 $
HARBOUR INVESTMENTS, INC.224.241 $
Aptus Capital Advisors, LLC224.225 $+33.272 $
+17,4 %
190.953 $+5.821 $
+3,1 %
185.132 $-2.646 $
-1,4 %
187.778 $+8.891 $
+5,0 %
PINNACLE ASSOCIATES LTD223.199 $
GREAT VALLEY ADVISOR GROUP, INC.222.280 $
Merit Financial Group, LLC222.082 $
Apella Capital, LLC219.531 $
COMMERCE BANK213.453 $
Corient Private Wealth LLC203.801 $
Kapstone Financial Advisors LLC202.568 $
VISTA INVESTMENT PARTNERS II, LLC198.314 $
ENCOMPASS WEALTH ADVISORS, LLC191.706 $
Laird Norton Wetherby Trust Company, LLC185.769 $
TrueMark Investments, LLC182.899 $
NWF Advisory Services Inc.180.240 $
Founders Financial Alliance, LLC170.246 $
Centurion Wealth Management LLC166.211 $
INDEPENDENT FINANCIAL GROUP, LLC162.564 $
Axiom Investment Management LLC161.806 $
CWM, LLC138.011 $
HOLLENCREST CAPITAL MANAGEMENT116.154 $
PFS Partners, LLC112.491 $
Cornerstone Financial Management LLC107.942 $
EASTERN BANK101.744 $
Larson Financial Group LLC85.834 $+62.174 $
+262,8 %
Pinnacle Wealth Planning Services, Inc.80.599 $
Smallwood Wealth Investment Management, LLC73.920 $+64.126 $
+654,7 %
9.794 $+649 $
+7,1 %
9.145 $-4.559 $
-33,3 %
13.704 $+906 $
+7,1 %
BAYBAN67.467 $
US BANCORP \DE\67.462 $
PRINCIPAL SECURITIES, INC.65.675 $+8.907 $
+15,7 %
56.768 $
Arax Advisory Partners65.358 $+56.338 $
+624,6 %
9.020 $
Advisory Services Network, LLC62.319 $+61.619 $
+8.802,7 %
700 $
TD PRIVATE CLIENT WEALTH LLC50.637 $
BEACON INVESTMENT ADVISORY SERVICES, INC.48.794 $
CITIGROUP INC46.539 $
HARBOR INVESTMENT ADVISORY, LLC45.832 $
CIBC Private Wealth Group LLC45.100 $
Marshall & Sterling Wealth Advisors Inc.40.577 $
Annis Gardner Whiting Capital Advisors, LLC40.465 $
North Star Investment Management Corp.32.140 $-3.940 $
-10,9 %
36.080 $+1.100 $
+3,1 %
34.980 $-500 $
-1,4 %
35.480 $+1.680 $
+5,0 %
SIGNATUREFD, LLC33.876 $
Sunbelt Securities, Inc.28.605 $
Ameritas Advisory Services, LLC28.494 $+26.815 $
+1.597,1 %
1.679 $-24 $
-1,4 %
1.703 $
HUNTINGTON NATIONAL BANK27.809 $
Kilter Group LLC26.259 $
Crews Bank & Trust24.905 $
DELTA ASSET MANAGEMENT LLC/TN24.288 $
Wilmington Savings Fund Society, FSB22.871 $
WPG Advisers, LLC22.620 $
SOA Wealth Advisors, LLC.18.352 $
COMERICA BANK18.040 $+550 $
+3,1 %
17.490 $-250 $
-1,4 %
17.740 $+840 $
+5,0 %
FLAGSHIP HARBOR ADVISORS, LLC17.517 $
FIFTH THIRD BANCORP16.070 $
ASSETMARK, INC13.499 $
GABLES CAPITAL MANAGEMENT INC.13.493 $
SageView Advisory Group, LLC11.961 $
Sound Income Strategies, LLC11.035 $+571 $
+5,5 %
10.464 $
Cambridge Investment Research Advisors, Inc.9.545 $+7.507 $
+368,4 %
2.038 $-162 $
-7,4 %
2.200 $-13 $
-0,6 %
2.213 $-5 $
-0,2 %
ROTHSCHILD INVESTMENT LLC9.337 $
Costello Asset Management, INC8.855 $
ST GERMAIN D J CO INC8.549 $+1.784 $
+26,4 %
6.765 $+206 $
+3,1 %
6.559 $-94 $
-1,4 %
6.653 $+315 $
+5,0 %
Imprint Wealth LLC8.485 $
Key FInancial Inc7.521 $
AdvisorNet Financial, Inc6.974 $
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC6.174 $
GoalVest Advisory LLC4.837 $
JPMORGAN CHASE & CO4.835 $-25.213 $
-83,9 %
Janney Montgomery Scott LLC4.617 $+4.423 $
+2.279,9 %
194 $+5 $
+2,6 %
189 $
Kentucky Trust Co4.330 $+132 $
+3,1 %
4.198 $-60 $
-1,4 %
4.258 $+202 $
+5,0 %
Glass Jacobson Investment Advisors llc3.455 $
Colonial Trust Co / SC3.427 $
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3.407 $
Fortis Group Advisors, LLC3.359 $
Geneos Wealth Management Inc.2.764 $-339 $
-10,9 %
3.103 $+95 $
+3,2 %
3.008 $-43 $
-1,4 %
3.051 $+144 $
+5,0 %
Lodestone Wealth Management LLC3.069 $
PARK AVENUE SECURITIES LLC2.911 $
MAI Capital Management2.861 $
Park Square Financial Group, LLC2.821 $+134 $
+5,0 %
Tower Research Capital LLC (TRC)2.780 $
HIGHLINE WEALTH PARTNERS LLC2.411 $
VSM Wealth Advisory, LLC2.330 $
Abound Wealth Management2.025 $
Pinnacle Bancorp, Inc.1.543 $
SHP Wealth Management1.487 $
EVOLUTION WEALTH MANAGEMENT INC.1.471 $
N.E.W. Advisory Services LLC1.125 $
WEDBUSH SECURITIES INC587 $+400 $
+213,9 %
187 $
HAZLETT, BURT & WATSON, INC.102 $
FNY Investment Advisers, LLC32 $-2 $
-5,9 %
34 $-1 $
-2,9 %
35 $+2 $
+6,1 %
CENTRAL TRUST Co0 $
673.943.979 $+466.740.942 $
+2.677,7 %
65.061.403 $+6.469.750 $
+2.298,9 %
59.497.638 $+1.966.798 $
-3,3 %
56.268.185 $+4.152.241 $
+42,6 %
Erweitert ×