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COMPASS FINANCIAL MANAGEMENT LLC’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$7.94K Buy
+419
New +$7.42K ﹤0.01% 1102

Other funds holding SPXX

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SPXX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026: 419 shares worth $7.94K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings.

184 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 419 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $7.94K as of Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1102 holding.
  • 184 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.