AssetMark Inc
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AssetMark Inc’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

AssetMark Inc’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 		$13.8K Sell
743
-97
-12% -$1.72K ﹤0.01% 2327
2026
Q1 		$13.5K Buy
+840
New +$14.7K ﹤0.01% 2207

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UBS Group
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Raymond James Financial
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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

AssetMark Inc's SPXX Position: Q2 2026 in Review

AssetMark Inc reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 12% in Q2 2026, selling an estimated $1.72K and leaving 743 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

AssetMark Inc first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • AssetMark Inc held 743 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $13.8K as of Q2 2026.
  • AssetMark Inc sold 97 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $1.72K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2327 holding.
  • AssetMark Inc first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.