IFP Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

IFP Advisors’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	$707K	Sell	37,904 -200	-0.5%	-$3.54K	0.01%	895
2026 Q1	$612K	Buy	38,104 +9,164	+32%	+$161K	0.01%	881
2025 Q4	$522K	Sell	28,940 -660	-2%	-$11.6K	0.01%	911
2025 Q3	$518K	Sell	29,600 -140	-0.5%	-$2.51K	0.01%	850
2025 Q2	$528K	Buy	29,740 +8,810	+42%	+$148K	0.02%	815
2025 Q1	$354K	Buy	20,930 +19,930	+1,993%	+$353K	0.01%	911
2024 Q4	$17.8K	Hold	1,000	–	–	﹤0.01%	2302
2024 Q3	$16.8K	Hold	1,000	–	–	﹤0.01%	2213
2024 Q2	$16.3K	Buy	+1,000	New	+$15.7K	﹤0.01%	2166
2023 Q1	–	Sell	-500	Closed	-$9K	–	4310
2022 Q4	$9K	Buy	+500	New	+$8.32K	﹤0.01%	3468
2018 Q4	–	Sell	-500	Closed	-$8K	–	3838
2018 Q3	$8K	Hold	500	–	–	﹤0.01%	2994
2018 Q2	$8K	Hold	500	–	–	﹤0.01%	3049
2018 Q1	$9K	Hold	500	–	–	﹤0.01%	2860
2017 Q4	$9K	Hold	500	–	–	﹤0.01%	2905
2017 Q3	$8K	Hold	500	–	–	﹤0.01%	3168
2017 Q2	$8K	Hold	500	–	–	﹤0.01%	3179
2017 Q1	$7K	Hold	500	–	–	﹤0.01%	3141
2016 Q4	$7K	Buy	500 +65	+15%	+$898	﹤0.01%	3134
2016 Q3	$6K	Buy	+435	New	+$6.03K	﹤0.01%	3150

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

IFP Advisors's SPXX Position: Q2 2026 in Review

IFP Advisors reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.52% in Q2 2026, selling an estimated $3.54K and leaving 37,904 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #895.

IFP Advisors first reported a position in SPXX in Q3 2016 and has held it in 19 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

IFP Advisors held 37,904 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $707K as of Q2 2026.
IFP Advisors sold 200 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $3.54K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #895 holding.
IFP Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2016 and has held it in 19 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.