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Aviance Capital Partners’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Aviance Capital 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
Q1 		$249K Buy
15,511
+2,737
+21% +$48K 0.03% 332
2025
Q4 		$230K Buy
12,774
+182
+1% +$3.2K 0.03% 340
2025
Q3 		$220K Buy
12,592
+88
+0.7% +$1.58K 0.03% 342
2025
Q2 		$222K Buy
12,504
+93
+0.7% +$1.56K 0.03% 319
2025
Q1 		$210K Hold
12,411
– – 0.03% 319
2024
Q4 		$220K Buy
12,411
+163
+1% +$2.8K 0.03% 295
2024
Q3 		$206K Buy
12,248
+78
+0.6% +$1.28K 0.03% 319
2024
Q2 		$199K Buy
12,170
+80
+0.7% +$1.25K 0.03% 308
2024
Q1 		$189K Buy
12,090
+83
+0.7% +$1.27K 0.03% 305
2023
Q4 		$181K Sell
12,007
-72,487
-86% -$1.06M 0.04% 244
2023
Q3 		$1.25M Sell
84,494
-14,255
-14% -$219K 0.28% 97
2023
Q2 		$1.55M Sell
98,749
-50
-0.1% -$772 0.33% 84
2023
Q1 		$1.54M Buy
98,799
+2,678
+3% +$41.9K 0.34% 76
2022
Q4 		$1.55M Sell
96,121
-16,947
-15% -$282K 0.36% 72
2022
Q3 		$1.7M Buy
113,068
+5,429
+5% +$87.1K 0.42% 61
2022
Q2 		$1.69M Buy
107,639
+15,673
+17% +$258K 0.38% 74
2022
Q1 		$1.65M Buy
91,966
+15,560
+20% +$273K 0.3% 97
2021
Q4 		$1.42M Buy
76,406
+2,850
+4% +$51K 0.24% 104
2021
Q3 		$1.26M Buy
73,556
+1,111
+2% +$20K 0.22% 128
2021
Q2 		$1.31M Buy
72,445
+11,754
+19% +$206K 0.23% 117
2021
Q1 		$1M Sell
60,691
-18,153
-23% -$284K 0.19% 140
2020
Q4 		$1.2M Sell
78,844
-2,102
-3% -$29.7K 0.24% 110
2020
Q3 		$1.08M Sell
80,946
-2,942
-4% -$39.6K 0.24% 109
2020
Q2 		$1.08M Sell
83,888
-664
-0.8% -$8.39K 0.27% 96
2020
Q1 		$979K Sell
84,552
-7,140
-8% -$107K 0.31% 85
2019
Q4 		$1.51M Buy
91,692
+9,585
+12% +$152K 0.39% 76
2019
Q3 		$1.26M Buy
82,107
+47
+0.1% +$764 0.37% 84
2019
Q2 		$1.3M Sell
82,060
-3,103
-4% -$48.6K 0.36% 86
2019
Q1 		$1.32M Sell
85,163
-1,653
-2% -$25K 0.38% 74
2018
Q4 		$1.22M Sell
86,816
-1,302
-1% -$20.2K 0.43% 64
2018
Q3 		$1.49M Buy
88,118
+5,436
+7% +$92.1K 0.36% 64
2018
Q2 		$1.38M Buy
82,682
+2,072
+3% +$37.4K 0.4% 65
2018
Q1 		$1.38M Sell
80,610
-5,674
-7% -$100K 0.42% 63
2017
Q4 		$1.49M Sell
86,284
-1,566
-2% -$25.6K 0.49% 58
2017
Q3 		$1.37M Sell
87,850
-2,336
-3% -$35.9K 0.46% 59
2017
Q2 		$1.39M Buy
90,186
+5,588
+7% +$86.1K 0.45% 61
2017
Q1 		$1.25M Sell
84,598
-3,280
-4% -$48.7K 0.46% 64
2016
Q4 		$1.26M Buy
87,878
+8,477
+11% +$117K 0.45% 60
2016
Q3 		$1.09M Sell
79,401
-2,264
-3% -$31.4K 0.39% 75
2016
Q2 		$1.1M Sell
81,665
-9,238
-10% -$124K 0.41% 71
2016
Q1 		$1.21M Sell
90,903
-4,605
-5% -$58.2K 0.42% 63
2015
Q4 		$1.29M Buy
95,508
+6,089
+7% +$82.5K 0.44% 61
2015
Q3 		$1.13M Sell
89,419
-5,758
-6% -$78.5K 0.47% 67
2015
Q2 		$1.3M Sell
95,177
-4,722
-5% -$66.5K 0.49% 54
2015
Q1 		$1.4M Buy
99,899
+1,206
+1% +$17.2K 0.51% 48
2014
Q4 		$1.41M Sell
98,693
-7,807
-7% -$111K 0.53% 46
2014
Q3 		$1.5M Buy
106,500
+18,182
+21% +$262K 0.57% 44
2014
Q2 		$1.28M Sell
88,318
-1,532
-2% -$22.1K 0.5% 52
2014
Q1 		$1.28M Sell
89,850
-4,650
-5% -$65.9K 0.54% 49
2013
Q4 		$1.33M Buy
94,500
+27,900
+42% +$392K 0.56% 44
2013
Q3 		$899K Buy
66,600
+32,900
+98% +$459K 0.42% 64
2013
Q2 		$465K Buy
+33,700
New +$466K 0.25% 110

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
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
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

Aviance Capital Partners's SPXX Position: Q1 2026 in Review

Aviance Capital Partners increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 21% in Q1 2026, buying an estimated $48K and bringing the position to 15,511 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #332.

Aviance Capital Partners first reported a position in SPXX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.7M in Q3 2022. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • Aviance Capital Partners held 15,511 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $249K as of Q1 2026.
  • Aviance Capital Partners bought 2,737 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $48K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.03% of Aviance Capital Partners's portfolio in Q1 2026, its #332 holding.
  • Aviance Capital Partners first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2013 and has held it in 52 quarters since.
  • Aviance Capital Partners's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $1.7M in Q3 2022.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.