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

Forteris 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
Q2 		$1.68M Buy
90,315
+5,018
+6% +$88.9K 1.38% 25
2026
Q1 		$1.37M Buy
+85,297
New +$1.5M 1.31% 27

Other funds holding SPXX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Forteris Wealth Management's SPXX Position: Q2 2026 in Review

Forteris Wealth Management increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 5.9% in Q2 2026, buying an estimated $88.9K and bringing the position to 90,315 shares worth $1.68M. The position accounts for 1.38% of the portfolio, ranked #25.

Forteris Wealth Management first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Forteris Wealth Management held 90,315 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.68M as of Q2 2026.
  • Forteris Wealth Management bought 5,018 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $88.9K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 1.38% of Forteris Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Forteris Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.