Focused Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Focused Wealth 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 Q3	$630K	Sell	34,099 -972	-3%	-$18.3K	0.05%	113
2026 Q2	$654K	Hold	35,071	–	–	0.06%	111
2026 Q1	$564K	Buy	+35,071	New	+$615K	0.06%	105

Other funds holding SPXX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Focused Wealth Management's SPXX Position: Q3 2026 in Review

Focused Wealth Management reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 2.8% in Q3 2026, selling an estimated $18.3K and leaving 34,099 shares worth $630K. The position accounts for 0.05% of the portfolio, ranked #113.

Focused Wealth Management first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. The position peaked at $654K in Q2 2026. 144 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

Focused Wealth Management held 34,099 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $630K as of Q3 2026.
Focused Wealth Management sold 972 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $18.3K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.05% of Focused Wealth Management's portfolio in Q3 2026, its #113 holding.
Focused Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
Focused Wealth Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $654K in Q2 2026.
144 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.