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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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