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 Q3	$661K	Sell	35,309 -1,775	-5%	-$33.4K	0.01%	812
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return

Forteris Wealth Management Armonk, New York $121M AUM 26.76% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Diversify Advisory Services's SPXX Position: Q3 2026 in Review

Diversify Advisory Services reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 4.8% in Q3 2026, selling an estimated $33.4K and leaving 35,309 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #812.

Diversify Advisory Services first reported a position in SPXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $687K in Q2 2026. 49 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

Diversify Advisory Services held 35,309 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $661K as of Q3 2026.
Diversify Advisory Services sold 1,775 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $33.4K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #812 holding.
Diversify Advisory Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $687K in Q2 2026.
49 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.