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Independent Financial Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Independent Financial Group’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
-10,116
Closed -$163K – 1624
2026
Q1 		$163K Buy
+10,116
New +$177K ﹤0.01% 1398

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SCM
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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 Financial Group's SPXX Position: Q2 2026 in Review

Independent Financial Group sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026, closing a stake of 10,116 shares — an estimated $163K sold.

Independent Financial Group first reported a position in SPXX in Q1 2026 and held it in 1 quarter. The position peaked at $163K in Q1 2026. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Independent Financial Group reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 10,116 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $163K.
  • Independent Financial Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $163K 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 Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.