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

Advisory Services Network’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 Q1	$62.3K	Buy	+3,878	New	+$68K	﹤0.01%	2490
2025 Q4	–	Sell	-40	Closed	-$700	–	3925
2025 Q3	$700	Buy	+40	New	+$718	﹤0.01%	4001
2024 Q1	–	Sell	-40	Closed	-$602	–	3377
2023 Q4	$602	Buy	+40	New	+$584	﹤0.01%	3605
2023 Q2	–	Sell	-667	Closed	-$10.4K	–	3379
2023 Q1	$10.4K	Hold	667	–	–	﹤0.01%	2855
2022 Q4	$10.8K	Buy	+667	New	+$11.1K	﹤0.01%	2826
2021 Q3	–	Sell	-667	Closed	-$12K	–	2993
2021 Q2	$12K	Buy	+667	New	+$11.7K	﹤0.01%	2718
2021 Q1	–	Sell	-667	Closed	-$10K	–	2734
2020 Q4	$10K	Hold	667	–	–	﹤0.01%	2440
2020 Q3	$9K	Buy	+667	New	+$8.97K	﹤0.01%	2513
2020 Q2	–	Sell	-667	Closed	-$8K	–	2517
2020 Q1	$8K	Hold	667	–	–	﹤0.01%	2298
2019 Q4	$11K	Buy	+667	New	+$10.6K	﹤0.01%	2323

Other funds holding SPXX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Advisory Services Network's SPXX Position: Q1 2026 in Review

Advisory Services Network opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 3,878 shares worth $62.3K. The stake represents ﹤0.01% of the portfolio and ranks #2490 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SPXX as recently as Q3 2025.

Advisory Services Network first reported a position in SPXX in Q4 2019 and has held it in 10 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Advisory Services Network held 3,878 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $62.3K as of Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Advisory Services Network position in Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2490 holding.
Advisory Services Network first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2019 and has held it in 10 quarters since.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.