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Founders Financial Alliance’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Founders Financial Alliance’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 		$219K Buy
11,755
+1,161
+11% +$20.6K 0.03% 408
2026
Q1 		$170K Buy
+10,594
New +$186K 0.03% 406
2020
Q4 		– Sell
-1,959
Closed -$26K – 1131
2020
Q3 		$26K Buy
+1,959
New +$26.4K 0.02% 515

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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

Founders Financial Alliance's SPXX Position: Q2 2026 in Review

Founders Financial Alliance increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 11% in Q2 2026, buying an estimated $20.6K and bringing the position to 11,755 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #408.

Founders Financial Alliance first reported a position in SPXX in Q3 2020 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Founders Financial Alliance held 11,755 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $219K as of Q2 2026.
  • Founders Financial Alliance bought 1,161 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $20.6K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #408 holding.
  • Founders Financial Alliance first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2020 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.