Allworth Financial’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Allworth Financial’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	$1.22M	Buy	65,417 +2,369	+4%	+$42K	0.01%	673
2026 Q1	$1.01M	Buy	63,048 +43,758	+227%	+$767K	﹤0.01%	709
2025 Q4	$348K	Buy	19,290 +3	+0%	+$53	﹤0.01%	1093
2025 Q3	$337K	Buy	19,287 +82	+0.4%	+$1.47K	﹤0.01%	1045
2025 Q2	$341K	Buy	19,205 +17,863	+1,331%	+$300K	﹤0.01%	962
2025 Q1	$21.8K	Hold	1,342	–	–	﹤0.01%	2029
2024 Q4	$24.1K	Hold	1,342	–	–	﹤0.01%	1978
2024 Q3	$22.5K	Hold	1,342	–	–	﹤0.01%	1831
2024 Q2	$21.8K	Hold	1,342	–	–	﹤0.01%	1826
2024 Q1	$21K	Hold	1,342	–	–	﹤0.01%	1746
2023 Q4	$20.2K	Hold	1,342	–	–	﹤0.01%	1650
2023 Q3	$19.9K	Hold	1,342	–	–	﹤0.01%	1518
2023 Q2	$21K	Hold	1,342	–	–	﹤0.01%	1502
2023 Q1	$20.9K	Hold	1,342	–	–	﹤0.01%	1426
2022 Q4	$21.6K	Hold	1,342	–	–	﹤0.01%	1327
2022 Q3	$20K	Hold	1,342	–	–	﹤0.01%	1295
2022 Q2	$21K	Hold	1,342	–	–	﹤0.01%	1232
2022 Q1	$24K	Buy	+1,342	New	+$23.5K	﹤0.01%	1185

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

Allworth Financial's SPXX Position: Q2 2026 in Review

Allworth Financial increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 3.8% in Q2 2026, buying an estimated $42K and bringing the position to 65,417 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #673.

Allworth Financial first reported a position in SPXX in Q1 2022 and has held it in 18 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Allworth Financial held 65,417 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.22M as of Q2 2026.
Allworth Financial bought 2,369 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $42K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #673 holding.
Allworth Financial first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2022 and has held it in 18 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.