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 Q2	$687K	Buy	+37,084	New	+$657K	0.01%	773
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 $1.89T 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

Diversify Advisory Services's SPXX Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026: 37,084 shares worth $687K. The stake represents 0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPXX as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPXX in Q1 2024 and has held it in 9 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Diversify Advisory Services held 37,084 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $687K as of Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Diversify Advisory Services position in Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #773 holding.
Diversify Advisory Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2024 and has held it in 9 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.