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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
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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Farther Finance Advisors's SPXX Position: Q2 2026 in Review

Farther Finance Advisors reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 71% in Q2 2026, selling an estimated $457K and leaving 10,524 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

Farther Finance Advisors first reported a position in SPXX in Q2 2025 and has held it in 5 quarters since. The position peaked at $592K in Q1 2026. 35 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Farther Finance Advisors held 10,524 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $196K as of Q2 2026.
  • Farther Finance Advisors sold 25,797 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $457K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2252 holding.
  • Farther Finance Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $592K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.