Ashton Thomas Securities
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Ashton Thomas Securities’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Ashton Thomas Securities’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
Q3 		$1.36M Buy
73,475
+5,225
+8% +$98.2K 0.14% 139
2026
Q2 		$1.27M Hold
68,250
– – 0.19% 117
2026
Q1 		$1.1M Buy
+68,250
New +$1.2M 0.14% 162

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Ashton Thomas Securities's SPXX Position: Q3 2026 in Review

Ashton Thomas Securities increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 7.7% in Q3 2026, buying an estimated $98.2K and bringing the position to 73,475 shares worth $1.36M. The position accounts for 0.14% of the portfolio, ranked #139.

Ashton Thomas Securities first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • Ashton Thomas Securities held 73,475 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.36M as of Q3 2026.
  • Ashton Thomas Securities bought 5,225 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $98.2K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.14% of Ashton Thomas Securities's portfolio in Q3 2026, its #139 holding.
  • Ashton Thomas Securities first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.