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

Centurion 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
Q2 		$193K Sell
10,339
-4
-0% -$71 0.05% 277
2026
Q1 		$166K Buy
+10,343
New +$181K 0.04% 304

Other funds holding SPXX

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Centurion Wealth Management's SPXX Position: Q2 2026 in Review

Centurion Wealth Management reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.04% in Q2 2026, selling an estimated $71 and leaving 10,339 shares worth $193K. The position accounts for 0.05% of the portfolio, ranked #277.

Centurion Wealth Management first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Centurion Wealth Management held 10,339 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $193K as of Q2 2026.
  • Centurion Wealth Management sold 4 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $71.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.05% of Centurion Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Centurion Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.