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 Q2	$1.43M	Buy	76,502 +1,550	+2%	+$27.5K	0.01%	1135
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 $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Wealth Concepts's SPXX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 2.1% in Q2 2026, buying an estimated $27.5K and bringing the position to 76,502 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #1135.

Integrated Wealth Concepts first reported a position in SPXX in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q1 2025. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Integrated Wealth Concepts held 76,502 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.43M as of Q2 2026.
Integrated Wealth Concepts bought 1,550 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $27.5K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1135 holding.
Integrated Wealth Concepts first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2025 and has held it in 3 quarters since.
Integrated Wealth Concepts's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $1.44M in Q1 2025.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.