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GoalVest Advisory’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

GoalVest Advisory’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 		$5.61K Hold
301
– – ﹤0.01% 376
2026
Q1 		$4.84K Buy
+301
New +$5.28K ﹤0.01% 394

Other funds holding SPXX

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
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

GoalVest Advisory's SPXX Position: Q2 2026 in Review

GoalVest Advisory held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2026 at 301 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

GoalVest Advisory first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • GoalVest Advisory held 301 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $5.61K as of Q2 2026.
  • GoalVest Advisory left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #376 holding.
  • GoalVest Advisory first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.