B. Riley Wealth Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

B. Riley Wealth Advisors’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	$547K	Buy	+30,011	New	+$532K	0.03%	444

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

B. Riley Wealth Advisors's SPXX Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026: 30,011 shares worth $547K. The stake represents 0.03% of the portfolio and ranks #444 among its holdings.

231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

B. Riley Wealth Advisors held 30,011 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $547K as of Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new B. Riley Wealth Advisors position in Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #444 holding.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.