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Farther Finance Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Farther Finance 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
Q3 		$415K Buy
22,467
+11,943
+113% +$225K ﹤0.01% 1726
2026
Q2 		$196K Sell
10,524
-25,797
-71% -$457K ﹤0.01% 2252
2026
Q1 		$592K Buy
36,321
+34,753
+2,216% +$609K 0.01% 1284
2025
Q4 		$28.3K Buy
1,568
+1,250
+393% +$22K ﹤0.01% 3201
2025
Q3 		$5.56K Hold
318
– – ﹤0.01% 3713
2025
Q2 		$5.64K Buy
+318
New +$5.34K ﹤0.01% 3315

Other funds holding SPXX

SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Farther Finance Advisors's SPXX Position: Q3 2026 in Review

Farther Finance Advisors increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 113% in Q3 2026, buying an estimated $225K and bringing the position to 22,467 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Farther Finance Advisors first reported a position in SPXX in Q2 2025 and has held it in 6 quarters since. The position peaked at $592K in Q1 2026. 11 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • Farther Finance Advisors held 22,467 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $415K as of Q3 2026.
  • Farther Finance Advisors bought 11,943 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $225K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1726 holding.
  • Farther Finance Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $592K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.