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Dynamic Advisor Solutions’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Dynamic Advisor Solutions’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 		$1.24M Buy
66,356
+16,705
+34% +$296K 0.04% 436
2026
Q1 		$798K Buy
+49,651
New +$871K 0.03% 517

Other funds holding SPXX

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Dynamic Advisor Solutions's SPXX Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 34% in Q2 2026, buying an estimated $296K and bringing the position to 66,356 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #436.

Dynamic Advisor Solutions first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Dynamic Advisor Solutions held 66,356 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.24M as of Q2 2026.
  • Dynamic Advisor Solutions bought 16,705 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $296K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #436 holding.
  • Dynamic Advisor Solutions first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.