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 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 $1.66T 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

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

Ameritas Advisory Services opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 1,773 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SPXX as recently as Q3 2025.

Ameritas Advisory Services first reported a position in SPXX in Q2 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Ameritas Advisory Services held 1,773 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $28.5K as of Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Ameritas Advisory Services position in Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #957 holding.
Ameritas Advisory Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2025 and has held it in 3 quarters since.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.