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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.5M	Sell	134,295 -111,977	-45%	-$1.98M	﹤0.01%	2997
2026 Q1	$3.96M	Buy	+246,272	New	+$4.32M	﹤0.01%	2505
2025 Q4	–	Sell	-10,011	Closed	-$175K	–	4655
2025 Q3	$175K	Buy	+10,011	New	+$180K	﹤0.01%	4350
2023 Q3	–	Sell	-11,337	Closed	-$178K	–	4150
2023 Q2	$178K	Buy	+11,337	New	+$175K	﹤0.01%	3737
2022 Q4	–	Sell	-10,152	Closed	-$152K	–	4059
2022 Q3	$152K	Sell	10,152 -14,549	-59%	-$233K	﹤0.01%	3653
2022 Q2	$387K	Sell	24,701 -701	-3%	-$11.5K	﹤0.01%	3206
2022 Q1	$456K	Buy	+25,402	New	+$445K	﹤0.01%	3171
2017 Q1	–	Sell	-9	Closed	–	–	3166
2016 Q4	$0	Buy	+9	New	+$124	﹤0.01%	3312

Other funds holding SPXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Envestnet Asset Management's SPXX Position: Q2 2026 in Review

Envestnet Asset Management reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 45% in Q2 2026, selling an estimated $1.98M and leaving 134,295 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

Envestnet Asset Management first reported a position in SPXX in Q4 2016 and has held it in 8 quarters since. The position peaked at $3.96M in Q1 2026. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Envestnet Asset Management held 134,295 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $2.5M as of Q2 2026.
Envestnet Asset Management sold 111,977 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $1.98M.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2997 holding.
Envestnet Asset Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2016 and has held it in 8 quarters since.
Envestnet Asset Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $3.96M in Q1 2026.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.