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

Compass Financial 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 Q2	$7.94K	Buy	+419	New	+$7.42K	﹤0.01%	1102

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

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

AAM

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Compass Financial Management's SPXX Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1102 holding.
217 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.