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Blue Trust Inc’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Blue Trust Inc’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 		– Sell
-14,058
Closed -$226K – 2636
2026
Q1 		$226K Buy
+14,058
New +$247K ﹤0.01% 730

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Blue Trust Inc's SPXX Position: Q2 2026 in Review

Blue Trust Inc sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026, closing a stake of 14,058 shares — an estimated $226K sold.

Blue Trust Inc first reported a position in SPXX in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Blue Trust Inc reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 14,058 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $226K.
  • Blue Trust Inc first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and held it in 1 quarter.
  • Blue Trust Inc's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $226K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.