BFC Planning, Inc.’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

BFC Planning, Inc.’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	$312K	Buy	16,731 +2,247	+16%	+$39.8K	0.01%	782
2026 Q1	$233K	Buy	14,484 +14,004	+2,918%	+$246K	0.01%	818
2025 Q4	$8.66K	Buy	480 +1	+0.2%	+$18	﹤0.01%	2131
2025 Q3	$8.38K	Sell	479 -8	-2%	-$144	﹤0.01%	2000
2025 Q2	$8.63K	Sell	487 -2	-0.4%	-$34	﹤0.01%	1874
2025 Q1	$8.26K	Sell	489 -17	-3%	-$301	﹤0.01%	1848
2024 Q4	$8.98K	Buy	+506	New	+$8.69K	﹤0.01%	1811

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

BFC Planning, Inc.'s SPXX Position: Q2 2026 in Review

BFC Planning, Inc. increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 16% in Q2 2026, buying an estimated $39.8K and bringing the position to 16,731 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #782.

BFC Planning, Inc. first reported a position in SPXX in Q4 2024 and has held it in 7 quarters since. 233 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

BFC Planning, Inc. held 16,731 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $312K as of Q2 2026.
BFC Planning, Inc. bought 2,247 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $39.8K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #782 holding.
BFC Planning, Inc. first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2024 and has held it in 7 quarters since.
233 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.