CIBC Private Wealth Group
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CIBC Private Wealth Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$45.1K Buy
+2,500
New +$44K ﹤0.01% 1829
2024
Q3 		– Sell
-10
Closed -$165 – 3287
2024
Q2 		$165 Sell
10
-1,575
-99% -$24.7K ﹤0.01% 3066
2024
Q1 		$24.9K Buy
+1,585
New +$24.2K ﹤0.01% 1963

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group's SPXX Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2025: 2,500 shares worth $45.1K. The stake represents ﹤0.01% of the portfolio and ranks #1829 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in SPXX as recently as Q2 2024.

CIBC Private Wealth Group first reported a position in SPXX in Q1 2024 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold SPXX as of Q4 2025.

  • CIBC Private Wealth Group held 2,500 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $45.1K as of Q4 2025.
  • Nuveen S&P 500 Dynamic Overwrite Fund was a new CIBC Private Wealth Group position in Q4 2025.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1829 holding.
  • CIBC Private Wealth Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2024 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.