Envestnet Asset Management
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Envestnet Asset Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Envestnet Asset Management’s Portfolio SPXX Stock Details SPXX Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$175K Buy
2023
Q3 		– Sell
2023
Q2 		$178K Buy
2022
Q4 		– Sell
2022
Q3 		$152K Sell
2022
Q2 		$387K Sell
2022
Q1 		$456K Buy
2017
Q1 		– Sell
2016
Q4 		$0 Buy