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 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 $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

High Point Wealth Management's SPXX Position: Q2 2026 in Review

High Point Wealth Management increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.15% in Q2 2026, buying an estimated $1.58K and bringing the position to 60,120 shares worth $1.12M. The position accounts for 0.92% of the portfolio, ranked #30.

High Point Wealth Management first reported a position in SPXX in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

High Point Wealth Management held 60,120 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.12M as of Q2 2026.
High Point Wealth Management bought 89 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $1.58K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.92% of High Point Wealth Management's portfolio in Q2 2026, its #30 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 3 quarters since.
143 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.