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Abound Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Abound Wealth Management’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-126
Closed -$2.02K – 1551
2026
Q1 		$2.02K Buy
+126
New +$2.21K ﹤0.01% 900

Other funds holding SPXX

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Abound Wealth Management's SPXX Position: Q2 2026 in Review

Abound Wealth Management sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026, closing a stake of 126 shares — an estimated $2.02K sold.

Abound Wealth Management first reported a position in SPXX in Q1 2026 and held it in 1 quarter. The position peaked at $2.02K in Q1 2026. 51 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Abound Wealth Management reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 126 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $2.02K.
  • Abound Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $2.02K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.