GPS Wealth Strategies Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

GPS Wealth Strategies 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
2025 Q4	–	Sell	-26,090	Closed	-$456K	–	1442
2025 Q3	$456K	Hold	26,090	–	–	0.05%	203
2025 Q2	$463K	Hold	26,090	–	–	0.05%	192
2025 Q1	$441K	Hold	26,090	–	–	0.06%	188
2024 Q4	$463K	Hold	26,090	–	–	0.06%	181
2024 Q3	$438K	Hold	26,090	–	–	0.06%	199
2024 Q2	$426K	Hold	26,090	–	–	0.06%	177
2024 Q1	$409K	Hold	26,090	–	–	0.07%	174
2023 Q4	$392K	Hold	26,090	–	–	0.07%	176
2023 Q3	$387K	Hold	26,090	–	–	0.07%	170
2023 Q2	$409K	Hold	26,090	–	–	0.08%	166
2023 Q1	$406K	Buy	26,090 +2,910	+13%	+$45.6K	0.08%	161
2022 Q4	$374K	Hold	23,180	–	–	0.11%	88
2022 Q3	$348K	Sell	23,180 -1,479	-6%	-$23.7K	0.09%	150
2022 Q2	$386K	Buy	24,659 +13,705	+125%	+$226K	0.1%	147
2022 Q1	$197K	Buy	+10,954	New	+$192K	0.04%	213

Other funds holding SPXX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GPS Wealth Strategies Group's SPXX Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2025, closing a stake of 26,090 shares — an estimated $456K sold.

GPS Wealth Strategies Group first reported a position in SPXX in Q1 2022 and held it in 15 quarters. The position peaked at $463K in Q4 2024. 60 funds tracked by Wall St. Rank hold SPXX as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 26,090 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q4 2025, an estimated $456K.
GPS Wealth Strategies Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2022 and held it in 15 quarters.
GPS Wealth Strategies Group's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $463K in Q4 2024.
60 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.