Dynamic Advisor Solutions
SPXX icon

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
Q3 		$1.45M Buy
78,557
+12,201
+18% +$229K 0.04% 377
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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return
FWM
Forteris Wealth Management Armonk, New York $121M AUM 26.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Dynamic Advisor Solutions's SPXX Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 18% in Q3 2026, buying an estimated $229K and bringing the position to 78,557 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #377.

Dynamic Advisor Solutions first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • Dynamic Advisor Solutions held 78,557 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.45M as of Q3 2026.
  • Dynamic Advisor Solutions bought 12,201 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $229K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.04% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #377 holding.
  • Dynamic Advisor Solutions first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.