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Integrated Capital Management (Pennsylvania)’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Integrated Capital Management (Pennsylvania)’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 		$345K Sell
18,500
-15,934
-46% -$282K 0.24% 31
2026
Q1 		$553K Buy
+34,434
New +$604K 0.37% 24

Other funds holding SPXX

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Integrated Capital Management (Pennsylvania)'s SPXX Position: Q2 2026 in Review

Integrated Capital Management (Pennsylvania) reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 46% in Q2 2026, selling an estimated $282K and leaving 18,500 shares worth $345K. The position accounts for 0.24% of the portfolio, ranked #31.

Integrated Capital Management (Pennsylvania) first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. The position peaked at $553K in Q1 2026. 35 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Integrated Capital Management (Pennsylvania) held 18,500 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $345K as of Q2 2026.
  • Integrated Capital Management (Pennsylvania) sold 15,934 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $282K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.24% of Integrated Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #31 holding.
  • Integrated Capital Management (Pennsylvania) first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • Integrated Capital Management (Pennsylvania)'s Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $553K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 7 Jul 2026.