Compass Capital Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Compass Capital Management’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 Q3	$251K	Buy	+13,581	New	+$255K	0.01%	113

Other funds holding SPXX

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Compass Capital Management's SPXX Position: Q3 2026 in Review

Compass Capital Management opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2026: 13,581 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #113 among its holdings.

206 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

Compass Capital Management held 13,581 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $251K as of Q3 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Compass Capital Management position in Q3 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Compass Capital Management's portfolio in Q3 2026, its #113 holding.
206 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Compass Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.