High Point Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

High Point Wealth 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 Q3	$1.17M	Buy	63,087 +2,967	+5%	+$55.8K	0.92%	27
2026 Q2	$1.12M	Buy	60,120 +89	+0.1%	+$1.58K	0.92%	30
2026 Q1	$965K	Buy	60,031 +34,979	+140%	+$613K	0.93%	30
2025 Q4	$452K	Buy	+25,052	New	+$441K	0.42%	56

Other funds holding SPXX

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Cypress Capital Management (Wyoming) Sheridan, Wyoming $126M AUM 27.56% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

High Point Wealth Management's SPXX Position: Q3 2026 in Review

High Point Wealth Management increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 4.9% in Q3 2026, buying an estimated $55.8K and bringing the position to 63,087 shares worth $1.17M. The position accounts for 0.92% of the portfolio, ranked #27.

High Point Wealth Management first reported a position in SPXX in Q4 2025 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

High Point Wealth Management held 63,087 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.17M as of Q3 2026.
High Point Wealth Management bought 2,967 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $55.8K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.92% of High Point Wealth Management's portfolio in Q3 2026, its #27 holding.
High Point Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2025 and has held it in 4 quarters since.
157 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.