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Encompass Wealth Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Encompass Wealth Advisors’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 		– Sell
-11,929
Closed -$192K – 113
2026
Q1 		$192K Buy
+11,929
New +$209K 0.07% 100

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SCM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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

Encompass Wealth Advisors's SPXX Position: Q2 2026 in Review

Encompass Wealth Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026, closing a stake of 11,929 shares — an estimated $192K sold.

Encompass Wealth Advisors first reported a position in SPXX in Q1 2026 and held it in 1 quarter. The position peaked at $192K in Q1 2026. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Encompass Wealth Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
  • Encompass Wealth Advisors sold 11,929 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $192K.
  • Encompass Wealth Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and held it in 1 quarter.
  • Encompass Wealth Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $192K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.