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

Integrated Wealth Concepts’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 Q1	$1.2M	Buy	+74,952	New	+$1.31M	0.01%	1012
2025 Q2	–	Sell	-85,034	Closed	-$1.44M	–	1996
2025 Q1	$1.44M	Buy	+85,034	New	+$1.51M	0.02%	674

Other funds holding SPXX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Integrated Wealth Concepts's SPXX Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 74,952 shares worth $1.2M. The stake represents 0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in SPXX as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in SPXX in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.44M in Q1 2025. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Integrated Wealth Concepts held 74,952 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.2M as of Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Integrated Wealth Concepts position in Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1012 holding.
Integrated Wealth Concepts first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2025 and has held it in 2 quarters since.
Integrated Wealth Concepts's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $1.44M in Q1 2025.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.