Howard Wealth Management, LLC / XSSPX
Howard Wealth Management, LLC’s Nuveen S&P 500 Dynamic Overw Position
Does Howard Wealth Management, LLC own Nuveen S&P 500 Dynamic Overw (XSSPX)? Not currently — the last reported position was 274.4K shares worth $4M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q4 2023
Shares
274.4K
% of Portfolio
+3.45%
Quarters Held
17
position exited
Position History XSSPX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 274.4K | $4M | +3.45% |
| Q3 2023 | 281.2K | $4M | +3.84% |
| Q2 2023 | 279.6K | $4M | +3.80% |
| Q1 2023 | 294.5K | $5M | +3.83% |
| Q4 2022 | 298.8K | $5M | +3.95% |
| Q3 2022 | 300.2K | $5M | +3.19% |
| Q2 2022 | 301.7K | $5M | +5.00% |
| Q1 2022 | 302.2K | $5M | +2.96% |
| Q4 2021 | 303.5K | $6M | +2.98% |
| Q3 2021 | 298.4K | $5M | +2.85% |
| Q2 2021 | 301.1K | $5M | +3.00% |
| Q1 2021 | 302.2K | $5M | +2.92% |
| Q4 2020 | 301.1K | $5M | +2.86% |
| Q3 2020 | 321.4K | $4M | +3.05% |
| Q2 2020 | 324.4K | $4M | +3.40% |
| Q1 2020 | 330.8K | $4M | +4.03% |
| Q4 2019 | 326.0K | $5M | +4.48% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Howard Wealth Management, LLC’s full portfolio or all institutional holders of XSSPX.