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Atria Wealth Solutions’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-233,072
Closed -$3.94M – 1864
2025
Q1 		$3.94M Sell
233,072
-2,402
-1% -$42.5K 0.05% 409
2024
Q4 		$4.18M Sell
235,474
-658
-0.3% -$11.3K 0.05% 404
2024
Q3 		$3.96M Sell
236,132
-838
-0.4% -$13.7K 0.04% 405
2024
Q2 		$3.87M Sell
236,970
-7,393
-3% -$116K 0.04% 405
2024
Q1 		$3.83M Buy
244,363
+23,678
+11% +$362K 0.04% 417
2023
Q4 		$3.32M Sell
220,685
-4,793
-2% -$70K 0.04% 430
2023
Q3 		$3.34M Sell
225,478
-4,383
-2% -$67.4K 0.05% 406
2023
Q2 		$3.6M Buy
+229,861
New +$3.55M 0.05% 377
2023
Q1 		– Sell
-231,755
Closed -$3.74M – 1948
2022
Q4 		$3.74M Buy
231,755
+300
+0.1% +$4.99K 0.06% 321
2022
Q3 		$3.47M Buy
231,455
+8,309
+4% +$133K 0.06% 315
2022
Q2 		$3.49M Buy
+223,146
New +$3.67M 0.07% 308

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's SPXX Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2025, closing a stake of 233,072 shares — an estimated $3.94M sold.

Atria Wealth Solutions first reported a position in SPXX in Q2 2022 and held it in 11 quarters. The position peaked at $4.18M in Q4 2024. 49 funds tracked by Wall St. Rank hold SPXX as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 233,072 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2025, an estimated $3.94M.
  • Atria Wealth Solutions first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $4.18M in Q4 2024.
  • 49 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.