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D.A. Davidson & Co’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

D.A. Davidson & Co’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 		$1.47M Buy
+91,536
New +$1.61M 0.01% 801
2024
Q1 		– Sell
-29,463
Closed -$443K – 1458
2023
Q4 		$443K Sell
29,463
-29,106
-50% -$425K ﹤0.01% 999
2023
Q3 		$868K Sell
58,569
-951
-2% -$14.6K 0.01% 717
2023
Q2 		$933K Buy
59,520
+267
+0.5% +$4.12K 0.01% 716
2023
Q1 		$923K Hold
59,253
– – 0.01% 704
2022
Q4 		$955K Buy
59,253
+4,878
+9% +$81.2K 0.01% 637
2022
Q3 		$816K Buy
54,375
+45
+0.1% +$722 0.01% 652
2022
Q2 		$851K Sell
54,330
-16,761
-24% -$276K 0.01% 646
2022
Q1 		$1.28M Sell
71,091
-891
-1% -$15.6K 0.01% 574
2021
Q4 		$1.34M Sell
71,982
-386
-0.5% -$6.9K 0.01% 572
2021
Q3 		$1.24M Buy
72,368
+14,653
+25% +$264K 0.01% 569
2021
Q2 		$1.04M Buy
57,715
+7,783
+16% +$136K 0.01% 616
2021
Q1 		$825K Buy
49,932
+15,175
+44% +$237K 0.01% 645
2020
Q4 		$530K Buy
34,757
+9,204
+36% +$130K 0.01% 699
2020
Q3 		$340K Buy
25,553
+10,940
+75% +$147K 0.01% 736
2020
Q2 		$188K Buy
14,613
+2,113
+17% +$26.7K ﹤0.01% 870
2020
Q1 		$145K Buy
+12,500
New +$187K ﹤0.01% 908
2017
Q3 		– Sell
-8,617
Closed -$132K – 1866
2017
Q2 		$132K Sell
8,617
-7,100
-45% -$109K ﹤0.01% 1148
2017
Q1 		$232K Hold
15,717
– – 0.01% 878
2016
Q4 		$226K Sell
15,717
-2,500
-14% -$34.5K 0.01% 946
2016
Q3 		$250K Buy
18,217
+10,742
+144% +$149K 0.01% 856
2016
Q2 		$101K Hold
7,475
– – ﹤0.01% 1118
2016
Q1 		$99K Hold
7,475
– – ﹤0.01% 1133
2015
Q4 		$100K Hold
7,475
– – ﹤0.01% 1121
2015
Q3 		$94K Hold
7,475
– – ﹤0.01% 1120
2015
Q2 		$102K Hold
7,475
– – ﹤0.01% 1140
2015
Q1 		$104K Hold
7,475
– – ﹤0.01% 1128
2014
Q4 		$106K Sell
7,475
-105
-1% -$1.49K ﹤0.01% 1098
2014
Q3 		$106K Hold
7,580
– – ﹤0.01% 1092
2014
Q2 		$109K Hold
7,580
– – ﹤0.01% 1100
2014
Q1 		$107K Buy
+7,580
New +$107K ﹤0.01% 1111

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

D.A. Davidson & Co's SPXX Position: Q1 2026 in Review

D.A. Davidson & Co opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 91,536 shares worth $1.47M. The stake represents 0.01% of the portfolio and ranks #801 among its holdings. This is a return to the name: D.A. Davidson & Co previously reported a position in SPXX as recently as Q4 2023.

D.A. Davidson & Co first reported a position in SPXX in Q1 2014 and has held it in 31 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • D.A. Davidson & Co held 91,536 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.47M as of Q1 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund was a new D.A. Davidson & Co position in Q1 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #801 holding.
  • D.A. Davidson & Co first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2014 and has held it in 31 quarters since.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.