CAPTRUST Financial Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

CAPTRUST Financial 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 Q1	$557K	Buy	+34,633	New	+$607K	﹤0.01%	1964

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

CAPTRUST Financial Advisors's SPXX Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 34,633 shares worth $557K. The stake represents ﹤0.01% of the portfolio and ranks #1964 among its holdings.

227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

CAPTRUST Financial Advisors held 34,633 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $557K as of Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new CAPTRUST Financial Advisors position in Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1964 holding.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.