Fortem Financial Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Fortem Financial Group’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	$2.35M	Sell	125,998 -4,914	-4%	-$87K	0.48%	58
2026 Q1	$2.1M	Buy	130,912 +59,731	+84%	+$1.05M	0.53%	60
2025 Q4	$1.28M	Buy	71,181 +8,494	+14%	+$150K	0.34%	71
2025 Q3	$1.1M	Buy	62,687 +4,268	+7%	+$76.6K	0.31%	73
2025 Q2	$1.04M	Buy	58,419 +3,886	+7%	+$65.3K	0.33%	72
2025 Q1	$922K	Buy	54,533 +16,529	+43%	+$293K	0.36%	79
2024 Q4	$675K	Hold	38,004	–	–	0.26%	101
2024 Q3	$638K	Hold	38,004	–	–	0.26%	104
2024 Q2	$621K	Buy	38,004 +8,213	+28%	+$129K	0.27%	100
2024 Q1	$467K	Buy	29,791 +1,344	+5%	+$20.6K	0.2%	117
2023 Q4	$428K	Buy	+28,447	New	+$415K	0.21%	113
2021 Q1	–	Sell	-6,300	Closed	-$96K	–	401
2020 Q4	$96K	Buy	+6,300	New	+$89.2K	0.06%	182

Other funds holding SPXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Fortem Financial Group's SPXX Position: Q2 2026 in Review

Fortem Financial Group reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 3.8% in Q2 2026, selling an estimated $87K and leaving 125,998 shares worth $2.35M. The position accounts for 0.48% of the portfolio, ranked #58.

Fortem Financial Group first reported a position in SPXX in Q4 2020 and has held it in 12 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Fortem Financial Group held 125,998 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $2.35M as of Q2 2026.
Fortem Financial Group sold 4,914 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $87K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.48% of Fortem Financial Group's portfolio in Q2 2026, its #58 holding.
Fortem Financial Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2020 and has held it in 12 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.