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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

SPXX holding history

Nuveen S&P 500 Dynamic Overwrite Fund in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPXX overviewAll 13F holders of SPXXFull Q2 2025 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2022
Holdings of SPXX by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−233,072−100.0%Sold outHolders
Q1 2025233,072$3.94M<0.1%−2,402−1.0%ReducedHolders
Q4 2024235,474$4.18M<0.1%−658−0.3%ReducedHolders
Q3 2024236,132$3.96M<0.1%−838−0.4%ReducedHolders
Q2 2024236,970$3.87M<0.1%−7,393−3.0%ReducedHolders
Q1 2024244,363$3.83M<0.1%+23,678+10.7%AddedHolders
Q4 2023220,685$3.32M<0.1%−4,793−2.1%ReducedHolders
Q3 2023225,478$3.34M<0.1%−4,383−1.9%ReducedHolders
Q2 2023229,861$3.60M<0.1%+229,861NewHolders
Q1 20230$00.0%−231,755−100.0%Sold outHolders
Q4 2022231,755$3.74M0.1%+300+0.1%AddedHolders
Q3 2022231,455$3.47M0.1%+8,309+3.7%AddedHolders
Q2 2022223,146$3.49M0.1%+223,146NewHolders