Creative Planning’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Creative Planning’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	$388K	Sell	20,802 -3,161	-13%	-$56K	﹤0.01%	3384
2026 Q1	$385K	Buy	+23,963	New	+$420K	﹤0.01%	3229
2017 Q3	–	Sell	-600	Closed	-$9K	–	3470
2017 Q2	$9K	Hold	600	–	–	﹤0.01%	3701
2017 Q1	$9K	Hold	600	–	–	﹤0.01%	3667
2016 Q4	$9K	Hold	600	–	–	﹤0.01%	3627
2016 Q3	$8K	Hold	600	–	–	﹤0.01%	3666
2016 Q2	$8K	Hold	600	–	–	﹤0.01%	3399
2016 Q1	$8K	Sell	600 -600	-50%	-$7.59K	﹤0.01%	3346
2015 Q4	$16K	Buy	1,200 +600	+100%	+$8.13K	﹤0.01%	2996
2015 Q3	$8K	Buy	+600	New	+$8.18K	﹤0.01%	3358
2015 Q2	–	Sell	-600	Closed	-$8K	–	2753
2015 Q1	$8K	Hold	600	–	–	﹤0.01%	3332
2014 Q4	$9K	Hold	600	–	–	﹤0.01%	3194
2014 Q3	$8K	Hold	600	–	–	﹤0.01%	3081
2014 Q2	$9K	Sell	600 -259	-30%	-$3.74K	﹤0.01%	2945
2014 Q1	$12K	Buy	859 +259	+43%	+$3.67K	﹤0.01%	2678
2013 Q4	$8K	Hold	600	–	–	﹤0.01%	2673
2013 Q3	$8K	Hold	600	–	–	﹤0.01%	2562
2013 Q2	$8K	Buy	+600	New	+$8.29K	﹤0.01%	2369

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

Creative Planning's SPXX Position: Q2 2026 in Review

Creative Planning reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 13% in Q2 2026, selling an estimated $56K and leaving 20,802 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #3384.

Creative Planning first reported a position in SPXX in Q2 2013 and has held it in 18 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Creative Planning held 20,802 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $388K as of Q2 2026.
Creative Planning sold 3,161 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $56K.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3384 holding.
Creative Planning first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2013 and has held it in 18 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.