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Instrumental Wealth’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Instrumental Wealth’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 		$420K Sell
22,529
-2
-0% -$35 0.21% 50
2026
Q1 		$362K Buy
+22,531
New +$395K 0.22% 41

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

Instrumental Wealth's SPXX Position: Q2 2026 in Review

Instrumental Wealth reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.01% in Q2 2026, selling an estimated $35 and leaving 22,529 shares worth $420K. The position accounts for 0.21% of the portfolio, ranked #50.

Instrumental Wealth first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Instrumental Wealth held 22,529 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $420K as of Q2 2026.
  • Instrumental Wealth sold 2 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $35.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.21% of Instrumental Wealth's portfolio in Q2 2026, its #50 holding.
  • Instrumental Wealth first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.