Allied Private Wealth’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Allied Private Wealth’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	$254K	Buy	+13,717	New	+$243K	0.16%	100

Other funds holding SPXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Allied Private Wealth's SPXX Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026: 13,717 shares worth $254K. The stake represents 0.16% of the portfolio and ranks #100 among its holdings.

231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Allied Private Wealth held 13,717 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $254K as of Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Allied Private Wealth position in Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.16% of Allied Private Wealth's portfolio in Q2 2026, its #100 holding.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.