HWP
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Highline Wealth Partners’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Highline Wealth Partners’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 		$2.8K Hold
150
– – ﹤0.01% 1096
2026
Q1 		$2.41K Buy
+150
New +$2.63K ﹤0.01% 1024

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
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Highline Wealth Partners's SPXX Position: Q2 2026 in Review

Highline Wealth Partners held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2026 at 150 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Highline Wealth Partners first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Highline Wealth Partners held 150 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $2.8K as of Q2 2026.
  • Highline Wealth Partners 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 Highline Wealth Partners's portfolio in Q2 2026, its #1096 holding.
  • Highline Wealth Partners first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.