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Hennion & Walsh Asset Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Hennion & Walsh Asset 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 		$4.74M Buy
254,177
+43,598
+21% +$772K 0.14% 195
2026
Q1 		$3.38M Buy
210,579
+195,889
+1,333% +$3.44M 0.11% 233
2025
Q4 		$265K Buy
+14,690
New +$259K 0.01% 854

Other funds holding SPXX

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
FWM
Forteris Wealth Management Armonk, New York $122M AUM

Hennion & Walsh Asset Management's SPXX Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 21% in Q2 2026, buying an estimated $772K and bringing the position to 254,177 shares worth $4.74M. The position accounts for 0.14% of the portfolio, ranked #195.

Hennion & Walsh Asset Management first reported a position in SPXX in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Hennion & Walsh Asset Management held 254,177 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $4.74M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 43,598 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $772K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.14% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #195 holding.
  • Hennion & Walsh Asset Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.