CoreFirst Bank & Trust’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

CoreFirst Bank & Trust’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	$14.5K	Buy	+780	New	+$13.8K	0.01%	247

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 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

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

CoreFirst Bank & Trust's SPXX Position: Q2 2026 in Review

CoreFirst Bank & Trust opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026: 780 shares worth $14.5K. The stake represents 0.01% of the portfolio and ranks #247 among its holdings.

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

CoreFirst Bank & Trust held 780 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $14.5K as of Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new CoreFirst Bank & Trust position in Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #247 holding.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.