Hilltop Holdings’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Hilltop Holdings’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	$539K	Sell	28,937 -2,937	-9%	-$52K	0.04%	402
2026 Q1	$512K	Buy	+31,874	New	+$559K	0.05%	390
2023 Q2	–	Sell	-15,506	Closed	-$242K	–	603
2023 Q1	$242K	Sell	15,506 -363	-2%	-$5.68K	0.03%	453
2022 Q4	$256K	Hold	15,869	–	–	0.03%	425
2022 Q3	$238K	Sell	15,869 -893	-5%	-$14.3K	0.03%	425
2022 Q2	$262K	Buy	+16,762	New	+$276K	0.03%	410

Other funds holding SPXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Hilltop Holdings's SPXX Position: Q2 2026 in Review

Hilltop Holdings reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 9.2% in Q2 2026, selling an estimated $52K and leaving 28,937 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #402.

Hilltop Holdings first reported a position in SPXX in Q2 2022 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Hilltop Holdings held 28,937 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $539K as of Q2 2026.
Hilltop Holdings sold 2,937 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $52K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.04% of Hilltop Holdings's portfolio in Q2 2026, its #402 holding.
Hilltop Holdings first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2022 and has held it in 6 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.