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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.91M Buy
430,893
+390,541
+968% +$6.85M ﹤0.01% 2210
2025
Q4
$728K Buy
40,352
+1,956
+5% +$34.4K ﹤0.01% 3479
2025
Q3
$672K Sell
38,396
-428
-1% -$7.68K ﹤0.01% 3524
2025
Q2
$689K Sell
38,824
-2,583
-6% -$43.4K ﹤0.01% 3413
2025
Q1
$700K Buy
41,407
+1,389
+3% +$24.6K ﹤0.01% 3367
2024
Q4
$710K Sell
40,018
-1,416
-3% -$24.3K ﹤0.01% 3396
2024
Q3
$695K Buy
41,434
+1,102
+3% +$18K ﹤0.01% 3364
2024
Q2
$659K Buy
40,332
+4,542
+13% +$71.2K ﹤0.01% 3339
2024
Q1
$561K Sell
35,790
-1,743
-5% -$26.7K ﹤0.01% 3378
2023
Q4
$564K Sell
37,533
-2,522
-6% -$36.8K ﹤0.01% 3410
2023
Q3
$594K Sell
40,055
-17,516
-30% -$269K ﹤0.01% 3340
2023
Q2
$903K Buy
57,571
+2,718
+5% +$42K ﹤0.01% 3214
2023
Q1
$855K Sell
54,853
-3,034
-5% -$47.5K ﹤0.01% 3226
2022
Q4
$933K Buy
57,887
+269
+0.5% +$4.47K ﹤0.01% 3164
2022
Q3
$865K Buy
57,618
+1,392
+2% +$22.3K ﹤0.01% 3182
2022
Q2
$881K Sell
56,226
-1,275
-2% -$21K ﹤0.01% 3172
2022
Q1
$1.03M Buy
57,501
+2,254
+4% +$39.5K ﹤0.01% 3207
2021
Q4
$1.03M Buy
55,247
+32,484
+143% +$581K ﹤0.01% 3241
2021
Q3
$389K Buy
22,763
+1,425
+7% +$25.7K ﹤0.01% 3484
2021
Q2
$386K Buy
21,338
+1,106
+5% +$19.4K ﹤0.01% 3555
2021
Q1
$334K Buy
20,232
+6,500
+47% +$102K ﹤0.01% 3555
2020
Q4
$209K Buy
+13,732
New +$194K ﹤0.01% 3612
2020
Q1
Sell
-13,218
Closed -$218K 3732
2019
Q4
$218K Sell
13,218
-837
-6% -$13.3K ﹤0.01% 3557
2019
Q3
$216K Sell
14,055
-1,034
-7% -$16.8K ﹤0.01% 3532
2019
Q2
$238K Buy
15,089
+383
+3% +$5.99K ﹤0.01% 3549
2019
Q1
$228K Sell
14,706
-2,011
-12% -$30.4K ﹤0.01% 3519
2018
Q4
$235K Sell
16,717
-3,965
-19% -$61.4K ﹤0.01% 3406
2018
Q3
$350K Sell
20,682
-7,951
-28% -$135K ﹤0.01% 3400
2018
Q2
$478K Sell
28,633
-2,492
-8% -$45K ﹤0.01% 3266
2018
Q1
$528K Sell
31,125
-9,945
-24% -$176K ﹤0.01% 3196
2017
Q4
$711K Sell
41,070
-24,542
-37% -$401K ﹤0.01% 3103
2017
Q3
$1.03M Sell
65,612
-25,803
-28% -$397K ﹤0.01% 2953
2017
Q2
$1.4M Sell
91,415
-603
-0.7% -$9.29K ﹤0.01% 2774
2017
Q1
$1.34M Buy
92,018
+19,227
+26% +$286K ﹤0.01% 2750
2016
Q4
$1.14M Buy
72,791
+39,166
+116% +$541K ﹤0.01% 2904
2016
Q3
$447K Buy
33,625
+22,244
+195% +$309K ﹤0.01% 3243
2016
Q2
$148K Buy
11,381
+63
+0.6% +$848 ﹤0.01% 3589
2016
Q1
$151K Buy
+11,318
New +$143K ﹤0.01% 3578
2015
Q3
Sell
-11,673
Closed -$160K 3930
2015
Q2
$160K Sell
11,673
-1,900
-14% -$26.8K ﹤0.01% 3870
2015
Q1
$190K Sell
13,573
-2,023
-13% -$28.8K ﹤0.01% 3602
2014
Q4
$223K Buy
15,596
+2,023
+15% +$28.7K ﹤0.01% 3455
2014
Q3
$191K Sell
13,573
-1,100
-7% -$15.8K ﹤0.01% 3423
2014
Q2
$212K Buy
14,673
+2,620
+22% +$37.8K ﹤0.01% 3305
2014
Q1
$171K Buy
12,053
+800
+7% +$11.3K ﹤0.01% 3303
2013
Q4
$159K Buy
11,253
+1,543
+16% +$21.7K ﹤0.01% 3231
2013
Q3
$131K Hold
9,710
﹤0.01% 3353
2013
Q2
$134K Buy
+9,710
New +$134K ﹤0.01% 3258

Other funds holding SPXX