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

Ameritas Advisory Services’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	$59.2K	Buy	3,177 +1,404	+79%	+$24.9K	﹤0.01%	1221
2026 Q1	$28.5K	Buy	+1,773	New	+$31.1K	﹤0.01%	957
2025 Q4	–	Sell	-96	Closed	-$1.68K	–	1950
2025 Q3	$1.68K	Hold	96	–	–	﹤0.01%	2011
2025 Q2	$1.7K	Buy	+96	New	+$1.61K	﹤0.01%	2521

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

Ameritas Advisory Services's SPXX Position: Q2 2026 in Review

Ameritas Advisory Services increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 79% in Q2 2026, buying an estimated $24.9K and bringing the position to 3,177 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Ameritas Advisory Services first reported a position in SPXX in Q2 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Ameritas Advisory Services held 3,177 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $59.2K as of Q2 2026.
Ameritas Advisory Services bought 1,404 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $24.9K.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1221 holding.
Ameritas Advisory Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2025 and has held it in 4 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.