Diversify Advisory Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Diversify Advisory Services’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	–	Sell	-15,219	Closed	-$274K	–	774
2025 Q4	$274K	Hold	15,219	–	–	0.01%	786
2025 Q3	$269K	Sell	15,219 -1,250	-8%	-$22.4K	0.01%	761
2025 Q2	$298K	Hold	16,469	–	–	0.01%	684
2025 Q1	$272K	Hold	16,469	–	–	0.02%	526
2024 Q4	$283K	Hold	16,469	–	–	0.02%	494
2024 Q3	$279K	Hold	16,469	–	–	0.02%	520
2024 Q2	$272K	Hold	16,469	–	–	0.01%	533
2024 Q1	$259K	Buy	+16,469	New	+$252K	0.02%	562

Other funds holding SPXX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Diversify Advisory Services's SPXX Position: Q1 2026 in Review

Diversify Advisory Services sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026, closing a stake of 15,219 shares — an estimated $274K sold.

Diversify Advisory Services first reported a position in SPXX in Q1 2024 and held it in 8 quarters. The position peaked at $298K in Q2 2025. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Diversify Advisory Services reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 15,219 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $274K.
Diversify Advisory Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $298K in Q2 2025.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.