D.J. St. Germain’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

D.J. St. Germain’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	$9.92K	Hold	532	–	–	﹤0.01%	685
2026 Q1	$8.55K	Buy	532 +157	+42%	+$2.75K	﹤0.01%	685
2025 Q4	$6.76K	Hold	375	–	–	﹤0.01%	706
2025 Q3	$6.56K	Hold	375	–	–	﹤0.01%	701
2025 Q2	$6.65K	Hold	375	–	–	﹤0.01%	705
2025 Q1	$6.34K	Hold	375	–	–	﹤0.01%	616
2024 Q4	$6.66K	Buy	+375	New	+$6.44K	﹤0.01%	634

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

D.J. St. Germain's SPXX Position: Q2 2026 in Review

D.J. St. Germain held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2026 at 532 shares worth $9.92K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

D.J. St. Germain first reported a position in SPXX in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

D.J. St. Germain held 532 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $9.92K as of Q2 2026.
D.J. St. Germain left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #685 holding.
D.J. St. Germain first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2024 and has held it in 7 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.