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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

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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

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. 231 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.
  • 231 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.