Baird Financial Group
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Baird Financial Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Baird Financial Group’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 		$1.04M Buy
55,824
+11,983
+27% +$212K ﹤0.01% 1316
2026
Q1 		$705K Buy
+43,841
New +$769K ﹤0.01% 1373

Other funds holding SPXX

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SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
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

Baird Financial Group's SPXX Position: Q2 2026 in Review

Baird Financial Group increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 27% in Q2 2026, buying an estimated $212K and bringing the position to 55,824 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Baird Financial Group 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.

  • Baird Financial Group held 55,824 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.04M as of Q2 2026.
  • Baird Financial Group bought 11,983 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $212K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1316 holding.
  • Baird Financial Group 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 Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.