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Annis Gardner Whiting Capital Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-2,518
Closed -$40.5K – 1121
2026
Q1 		$40.5K Buy
+2,518
New +$44.2K 0.01% 612

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Invesco
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Allspring Global Investments
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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

Annis Gardner Whiting Capital Advisors's SPXX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026, closing a stake of 2,518 shares — an estimated $40.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SPXX in Q1 2026 and held it in 1 quarter. The position peaked at $40.5K in Q1 2026. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 2,518 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $40.5K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $40.5K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.