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

Apella Capital’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	$234K	Hold	12,624	–	–	﹤0.01%	633
2026 Q1	$220K	Buy	+12,624	New	+$221K	﹤0.01%	627

Other funds holding SPXX

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return