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 Q2	$4.28M	Sell	229,454 -32,773	-12%	-$581K	﹤0.01%	1741
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cetera Investment Advisers's SPXX Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 12% in Q2 2026, selling an estimated $581K and leaving 229,454 shares worth $4.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Cetera Investment Advisers first reported a position in SPXX in Q1 2024 and has held it in 10 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Cetera Investment Advisers held 229,454 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $4.28M as of Q2 2026.
Cetera Investment Advisers sold 32,773 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $581K.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1741 holding.
Cetera Investment Advisers first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2024 and has held it in 10 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.