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Flagship Harbor Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-971
Closed -$17.5K – 1990
2025
Q4 		$17.5K Buy
+971
New +$17.1K ﹤0.01% 1361

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
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
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

Flagship Harbor Advisors's SPXX Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026, closing a stake of 971 shares — an estimated $17.5K sold.

Flagship Harbor Advisors first reported a position in SPXX in Q4 2025 and held it in 1 quarter. The position peaked at $17.5K in Q4 2025. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 971 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $17.5K.
  • Flagship Harbor Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $17.5K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.