DI
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Decision Investments’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Decision Investments’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
Q3 		$602K Hold
32,547
– – 0.55% 36
2026
Q2 		$607K Sell
32,547
-200
-0.6% -$3.54K 0.55% 36
2026
Q1 		$526K Buy
32,747
+22,477
+219% +$394K 0.6% 33
2025
Q4 		$185K Buy
+10,270
New +$181K 0.2% 96

Other funds holding SPXX

SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Decision Investments's SPXX Position: Q3 2026 in Review

Decision Investments held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q3 2026 at 32,547 shares worth $602K. The position accounts for 0.55% of the portfolio, ranked #36.

Decision Investments first reported a position in SPXX in Q4 2025 and has held it in 4 quarters since. The position peaked at $607K in Q2 2026. 11 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • Decision Investments held 32,547 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $602K as of Q3 2026.
  • Decision Investments left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q3 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.55% of Decision Investments's portfolio in Q3 2026, its #36 holding.
  • Decision Investments first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $607K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.