Arax Advisory Partners’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Arax Advisory Partners’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	$54K	Sell	2,896 -1,171	-29%	-$20.7K	﹤0.01%	3208
2026 Q1	$65.4K	Buy	4,067 +3,567	+713%	+$62.6K	﹤0.01%	1570
2025 Q4	$9.02K	Buy	+500	New	+$8.8K	﹤0.01%	2526

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

Arax Advisory Partners's SPXX Position: Q2 2026 in Review

Arax Advisory Partners reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 29% in Q2 2026, selling an estimated $20.7K and leaving 2,896 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

Arax Advisory Partners first reported a position in SPXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $65.4K in Q1 2026. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Arax Advisory Partners held 2,896 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $54K as of Q2 2026.
Arax Advisory Partners sold 1,171 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $20.7K.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3208 holding.
Arax Advisory Partners first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2025 and has held it in 3 quarters since.
Arax Advisory Partners's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $65.4K in Q1 2026.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.