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Independent Advisor Alliance’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Independent Advisor Alliance’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 		– Sell
-247,485
Closed -$3.98M – 1554
2026
Q1 		$3.98M Buy
+247,485
New +$4.34M 0.04% 373
2025
Q1 		– Sell
-17,750
Closed -$315K – 1299
2024
Q4 		$315K Buy
+17,750
New +$305K ﹤0.01% 1121

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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

Independent Advisor Alliance's SPXX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026, closing a stake of 247,485 shares — an estimated $3.98M sold.

Independent Advisor Alliance first reported a position in SPXX in Q4 2024 and held it in 2 quarters. The position peaked at $3.98M in Q1 2026. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 247,485 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $3.98M.
  • Independent Advisor Alliance first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $3.98M in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.