Integrated Wealth Concepts
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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 		$1.33M Sell
71,435
-3,517
-5% -$62.3K 0.01% 1045
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
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
Saba Capital Management
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 $65.3B AUM 39.4% 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
Advisors Asset Management
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 reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 4.7% in Q2 2026, selling an estimated $62.3K and leaving 71,435 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #1045.

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 71,435 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.33M as of Q2 2026.
  • Integrated Wealth Concepts sold 3,517 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $62.3K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1045 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.