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Concurrent Investment Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Concurrent Investment Advisors’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 		$345K Sell
18,528
-718
-4% -$12.7K ﹤0.01% 1612
2026
Q1 		$309K Buy
+19,246
New +$338K ﹤0.01% 1484

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Concurrent Investment Advisors's SPXX Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 3.7% in Q2 2026, selling an estimated $12.7K and leaving 18,528 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Concurrent Investment Advisors first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Concurrent Investment Advisors held 18,528 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $345K as of Q2 2026.
  • Concurrent Investment Advisors sold 718 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $12.7K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1612 holding.
  • Concurrent Investment Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.