Cetera Investment Advisers
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Cetera Investment Advisers’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Cetera Investment Advisers’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 		$4.21M Buy
262,227
+234,800
+856% +$4.12M ﹤0.01% 1635
2025
Q4 		$495K Buy
27,427
+5,942
+28% +$105K ﹤0.01% 3443
2025
Q3 		$376K Buy
21,485
+1,287
+6% +$23.1K ﹤0.01% 3626
2025
Q2 		$358K Sell
20,198
-735
-4% -$12.3K ﹤0.01% 3242
2025
Q1 		$354K Buy
20,933
+296
+1% +$5.24K ﹤0.01% 3129
2024
Q4 		$366K Buy
20,637
+4,176
+25% +$71.7K ﹤0.01% 2946
2024
Q3 		$276K Buy
16,461
+208
+1% +$3.41K ﹤0.01% 3134
2024
Q2 		$265K Buy
16,253
+45
+0.3% +$705 ﹤0.01% 3143
2024
Q1 		$254K Buy
+16,208
New +$248K ﹤0.01% 3180

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
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
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