Commonwealth Equity Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.94M | Buy |
245,116
+220,626
| +901% | +$3.87M | 0.01% | 1511 |
|
|
2025
Q4 | $442K | Sell |
24,490
-95
| -0.4% | -$1.67K | ﹤0.01% | 3274 |
|
|
2025
Q3 | $430K | Sell |
24,585
-510
| -2% | -$9.15K | ﹤0.01% | 3308 |
|
|
2025
Q2 | $445K | Buy |
25,095
+90
| +0.4% | +$1.51K | ﹤0.01% | 3252 |
|
|
2025
Q1 | $423K | Sell |
25,005
-2,732
| -10% | -$48.4K | ﹤0.01% | 3174 |
|
|
2024
Q4 | $492K | Buy |
27,737
+3,035
| +12% | +$52.1K | ﹤0.01% | 2965 |
|
|
2024
Q3 | $415K | Sell |
24,702
-677
| -3% | -$11.1K | ﹤0.01% | 3059 |
|
|
2024
Q2 | $414K | Sell |
25,379
-1,528
| -6% | -$23.9K | ﹤0.01% | 3009 |
|
|
2024
Q1 | $422K | Buy |
26,907
+653
| +2% | +$9.99K | ﹤0.01% | 2967 |
|
|
2023
Q4 | $395K | Sell |
26,254
-1,566
| -6% | -$22.9K | ﹤0.01% | 2936 |
|
|
2023
Q3 | $412K | Sell |
27,820
-141
| -0.5% | -$2.17K | ﹤0.01% | 2757 |
|
|
2023
Q2 | $438K | Sell |
27,961
-2,316
| -8% | -$35.8K | ﹤0.01% | 2736 |
|
|
2023
Q1 | $471 | Hold |
30,277
| – | – | ﹤0.01% | 2616 |
|
|
2022
Q4 | $488K | Sell |
30,277
-107
| -0.4% | -$1.78K | ﹤0.01% | 2494 |
|
|
2022
Q3 | $456K | Buy |
30,384
+467
| +2% | +$7.49K | ﹤0.01% | 2483 |
|
|
2022
Q2 | $468K | Buy |
29,917
+113
| +0.4% | +$1.86K | ﹤0.01% | 2456 |
|
|
2022
Q1 | $535K | Sell |
29,804
-500
| -2% | -$8.76K | ﹤0.01% | 2466 |
|
|
2021
Q4 | $563K | Sell |
30,304
-778
| -3% | -$13.9K | ﹤0.01% | 2431 |
|
|
2021
Q3 | $531K | Buy |
31,082
+146
| +0.5% | +$2.63K | ﹤0.01% | 2425 |
|
|
2021
Q2 | $560K | Buy |
30,936
+8,486
| +38% | +$149K | ﹤0.01% | 2378 |
|
|
2021
Q1 | $371K | Sell |
22,450
-2,665
| -11% | -$41.7K | ﹤0.01% | 2566 |
|
|
2020
Q4 | $382K | Sell |
25,115
-564
| -2% | -$7.98K | ﹤0.01% | 2353 |
|
|
2020
Q3 | $342K | Sell |
25,679
-1,569
| -6% | -$21.1K | ﹤0.01% | 2253 |
|
|
2020
Q2 | $349K | Sell |
27,248
-2,370
| -8% | -$30K | ﹤0.01% | 2158 |
|
|
2020
Q1 | $342K | Sell |
29,618
-2,850
| -9% | -$42.6K | ﹤0.01% | 1974 |
|
|
2019
Q4 | $534K | Buy |
32,468
+11,486
| +55% | +$183K | ﹤0.01% | 1868 |
|
|
2019
Q3 | $323K | Sell |
20,982
-678
| -3% | -$11K | ﹤0.01% | 2171 |
|
|
2019
Q2 | $342K | Buy |
21,660
+1,795
| +9% | +$28.1K | ﹤0.01% | 2093 |
|
|
2019
Q1 | $307K | Buy |
19,865
+8,288
| +72% | +$125K | ﹤0.01% | 2137 |
|
|
2018
Q4 | $162K | Buy |
+11,577
| New | +$179K | ﹤0.01% | 2388 |
|
|
2015
Q4 | – | Sell |
-12,341
| Closed | -$156K | – | 2234 |
|
|
2015
Q3 | $156K | Buy |
12,341
+2,031
| +20% | +$27.7K | ﹤0.01% | 1895 |
|
|
2015
Q2 | $141K | Sell |
10,310
-2,025
| -16% | -$28.5K | ﹤0.01% | 2020 |
|
|
2015
Q1 | $172K | Sell |
12,335
-1,345
| -10% | -$19.1K | ﹤0.01% | 1958 |
|
|
2014
Q4 | $196K | Buy |
13,680
+3,125
| +30% | +$44.4K | ﹤0.01% | 1855 |
|
|
2014
Q3 | $148K | Buy |
+10,555
| New | +$152K | ﹤0.01% | 1907 |
|
Other funds holding SPXX
SCM
AAM
Commonwealth Equity Services's SPXX Position: Q1 2026 in Review
Commonwealth Equity Services increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 901% in Q1 2026, buying an estimated $3.87M and bringing the position to 245,116 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #1511.
Commonwealth Equity Services first reported a position in SPXX in Q3 2014 and has held it in 35 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.
- Commonwealth Equity Services held 245,116 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $3.94M as of Q1 2026.
- Commonwealth Equity Services bought 220,626 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $3.87M.
- Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1511 holding.
- Commonwealth Equity Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2014 and has held it in 35 quarters since.
- 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.