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Beacon Investment Advisory Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Beacon Investment Advisory Services’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 		$56.6K Sell
3,035
-1
-0% -$18 ﹤0.01% 416
2026
Q1 		$48.8K Buy
+3,036
New +$53.2K ﹤0.01% 430

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Beacon Investment Advisory Services's SPXX Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.03% in Q2 2026, selling an estimated $18 and leaving 3,035 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Beacon Investment Advisory Services 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.

  • Beacon Investment Advisory Services held 3,035 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $56.6K as of Q2 2026.
  • Beacon Investment Advisory Services sold 1 Nuveen S&P 500 Dynamic Overwrite Fund share in Q2 2026, an estimated $18.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #416 holding.
  • Beacon Investment Advisory Services 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 Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.