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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Envestnet Asset Management's SPXX Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 246,272 shares worth $3.96M. The stake represents ﹤0.01% of the portfolio and ranks #2505 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in SPXX as recently as Q3 2025.

Envestnet Asset Management first reported a position in SPXX in Q4 2016 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Envestnet Asset Management held 246,272 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $3.96M as of Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Envestnet Asset Management position in Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2505 holding.
Envestnet Asset Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2016 and has held it in 7 quarters since.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.