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

Aptus 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 Q1	$224K	Buy	13,953 +3,368	+32%	+$59.1K	﹤0.01%	975
2025 Q4	$191K	Hold	10,585	–	–	﹤0.01%	1045
2025 Q3	$185K	Hold	10,585	–	–	﹤0.01%	993
2025 Q2	$188K	Hold	10,585	–	–	﹤0.01%	959
2025 Q1	$179K	Hold	10,585	–	–	﹤0.01%	914
2024 Q4	$188K	Buy	+10,585	New	+$182K	﹤0.01%	903

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

Aptus Capital Advisors's SPXX Position: Q1 2026 in Review

Aptus Capital Advisors increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 32% in Q1 2026, buying an estimated $59.1K and bringing the position to 13,953 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Aptus Capital Advisors first reported a position in SPXX in Q4 2024 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Aptus Capital Advisors held 13,953 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $224K as of Q1 2026.
Aptus Capital Advisors bought 3,368 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $59.1K.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #975 holding.
Aptus Capital Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2024 and has held it in 6 quarters since.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.