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Advisory Advocates’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Advisory Advocates’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 		$2.51M Sell
134,599
-1,891
-1% -$33.5K 2.15% 5
2026
Q1 		$2.19M Buy
+136,490
New +$2.39M 2.24% 3

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisory Advocates's SPXX Position: Q2 2026 in Review

Advisory Advocates reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 1.4% in Q2 2026, selling an estimated $33.5K and leaving 134,599 shares worth $2.51M. The position accounts for 2.15% of the portfolio, ranked #5.

Advisory Advocates first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Advisory Advocates held 134,599 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $2.51M as of Q2 2026.
  • Advisory Advocates sold 1,891 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $33.5K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 2.15% of Advisory Advocates's portfolio in Q2 2026, its #5 holding.
  • Advisory Advocates first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.