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

Cornerstone 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
2025 Q1	–	Sell	-23,140	Closed	-$411K	–	281
2024 Q4	$411K	Sell	23,140 -85,665	-79%	-$1.47M	0.02%	247
2024 Q3	$1.83M	Sell	108,805 -107,628	-50%	-$1.76M	0.07%	192
2024 Q2	$3.53M	Hold	216,433	–	–	0.14%	145
2024 Q1	$3.39M	Sell	216,433 -1,900	-0.9%	-$29.1K	0.14%	165
2023 Q4	$3.28M	Buy	218,333 +107,770	+97%	+$1.57M	0.14%	159
2023 Q3	$1.64M	Buy	110,563 +91,802	+489%	+$1.41M	0.08%	223
2023 Q2	$294K	Buy	+18,761	New	+$290K	0.01%	246

Other funds holding SPXX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cornerstone Advisors's SPXX Position: Q1 2025 in Review

Cornerstone Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2025, closing a stake of 23,140 shares — an estimated $411K sold.

Cornerstone Advisors first reported a position in SPXX in Q2 2023 and held it in 7 quarters. The position peaked at $3.53M in Q2 2024. 51 funds tracked by Wall St. Rank hold SPXX as of Q1 2025.

Cornerstone Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2025 after selling out during the quarter.
Cornerstone Advisors sold 23,140 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2025, an estimated $411K.
Cornerstone Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2023 and held it in 7 quarters.
Cornerstone Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $3.53M in Q2 2024.
51 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2025.

Based on Cornerstone Advisors's 13F filing for Q1 2025, filed 9 May 2025.