Creative Planning
SPXX icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return