CoreCap Advisors
SPXX icon

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

CoreCap 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
Q3 		$343K Buy
18,577
+28
+0.2% +$526 0.01% 666
2026
Q2 		$346K Buy
18,549
+1,282
+7% +$22.7K 0.01% 667
2026
Q1 		$277K Buy
+17,267
New +$303K 0.01% 685

Other funds holding SPXX

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return
Forteris Wealth Management
Forteris Wealth Management Armonk, New York $121M AUM 26.76% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CoreCap Advisors's SPXX Position: Q3 2026 in Review

CoreCap Advisors increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.15% in Q3 2026, buying an estimated $526 and bringing the position to 18,577 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #666.

CoreCap Advisors first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. The position peaked at $346K in Q2 2026. 52 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • CoreCap Advisors held 18,577 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $343K as of Q3 2026.
  • CoreCap Advisors bought 28 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $526.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #666 holding.
  • CoreCap Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
  • CoreCap Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $346K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.