Formidable Asset Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Formidable 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 Q2	$511K	Buy	+31,796	New	+$563K	0.08%	230

Other funds holding SPXX

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Formidable Asset Management's SPXX Position: Q2 2026 in Review

Formidable Asset Management opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026: 31,796 shares worth $511K. The stake represents 0.08% of the portfolio and ranks #230 among its holdings.

55 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Formidable Asset Management held 31,796 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $511K as of Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Formidable Asset Management position in Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.08% of Formidable Asset Management's portfolio in Q2 2026, its #230 holding.
55 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.