Blue Bell Private Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Blue Bell Private Wealth Management’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	$1.29M	Buy	80,204 +80,004	+40,002%	+$1.4M	0.19%	91
2025 Q4	$3.61K	Buy	+200	New	+$3.52K	﹤0.01%	621
2021 Q2	–	Sell	-3,169	Closed	-$52K	–	191
2021 Q1	$52K	Sell	3,169 -2,432	-43%	-$38K	0.02%	113
2020 Q4	$90K	Sell	5,601 -837	-13%	-$11.8K	0.03%	89
2020 Q3	$86K	Buy	+6,438	New	+$86.6K	0.04%	93
2018 Q1	–	Sell	-134	Closed	-$2K	–	234
2017 Q4	$2K	Sell	134 -100	-43%	-$1.64K	﹤0.01%	214
2017 Q3	$4K	Hold	234	–	–	﹤0.01%	210
2017 Q2	$4K	Hold	234	–	–	﹤0.01%	217
2017 Q1	$3K	Buy	+234	New	+$3.48K	﹤0.01%	226
2016 Q4	–	Sell	-4,222	Closed	-$59K	–	375
2016 Q3	$59K	Sell	4,222 -825	-16%	-$11.4K	0.03%	191
2016 Q2	$69K	Sell	5,047 -43,389	-90%	-$584K	0.04%	174
2016 Q1	$645K	Buy	48,436 +24,358	+101%	+$308K	0.44%	41
2015 Q4	$324K	Buy	24,078 +9,382	+64%	+$127K	0.22%	78
2015 Q3	$186K	Sell	14,696 -13,242	-47%	-$181K	0.13%	97
2015 Q2	$382K	Buy	27,938 +10,836	+63%	+$153K	0.23%	65
2015 Q1	$238K	Buy	17,102 +15,665	+1,090%	+$223K	0.14%	82
2014 Q4	$20K	Sell	1,437 -1,048	-42%	-$14.9K	0.01%	325
2014 Q3	$35K	Sell	2,485 -600	-19%	-$8.63K	0.02%	277
2014 Q2	$45K	Sell	3,085 -10,709	-78%	-$155K	0.03%	229
2014 Q1	$195K	Sell	13,794 -1,395	-9%	-$19.8K	0.13%	86
2013 Q4	$214K	Sell	15,189 -1,000	-6%	-$14K	0.16%	82
2013 Q3	$219K	Sell	16,189 -7,091	-30%	-$99K	0.22%	65
2013 Q2	$321K	Buy	+23,280	New	+$322K	0.28%	48

Other funds holding SPXX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Blue Bell Private Wealth Management's SPXX Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 40,002% in Q1 2026, buying an estimated $1.4M and bringing the position to 80,204 shares worth $1.29M. The position accounts for 0.19% of the portfolio, ranked #91.

Blue Bell Private Wealth Management first reported a position in SPXX in Q2 2013 and has held it in 23 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Blue Bell Private Wealth Management held 80,204 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.29M as of Q1 2026.
Blue Bell Private Wealth Management bought 80,004 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $1.4M.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.19% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #91 holding.
Blue Bell Private Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2013 and has held it in 23 quarters since.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.