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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Fortem Financial Group's SPXX Position: Q1 2026 in Review

Fortem Financial Group increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 84% in Q1 2026, buying an estimated $1.05M and bringing the position to 130,912 shares worth $2.1M. The position accounts for 0.53% of the portfolio, ranked #60.

Fortem Financial Group first reported a position in SPXX in Q4 2020 and has held it in 11 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Fortem Financial Group held 130,912 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $2.1M as of Q1 2026.
Fortem Financial Group bought 59,731 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $1.05M.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.53% of Fortem Financial Group's portfolio in Q1 2026, its #60 holding.
Fortem Financial Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2020 and has held it in 11 quarters since.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.