International Assets Investment Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

International Assets Investment Management’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	$784K	Sell	42,037 -39	-0.1%	-$691	0.05%	349
2026 Q1	$686K	Buy	+42,076	New	+$738K	0.05%	346
2021 Q2	–	Sell	-3,300	Closed	-$50K	–	1702
2021 Q1	$50K	Hold	3,300	–	–	﹤0.01%	963
2020 Q4	$50K	Buy	+3,300	New	+$46.7K	0.01%	845

Other funds holding SPXX

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

International Assets Investment Management's SPXX Position: Q2 2026 in Review

International Assets Investment Management reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.09% in Q2 2026, selling an estimated $691 and leaving 42,037 shares worth $784K. The position accounts for 0.05% of the portfolio, ranked #349.

International Assets Investment Management first reported a position in SPXX in Q4 2020 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

International Assets Investment Management held 42,037 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $784K as of Q2 2026.
International Assets Investment Management sold 39 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $691.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.05% of International Assets Investment Management's portfolio in Q2 2026, its #349 holding.
International Assets Investment Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2020 and has held it in 4 quarters since.
90 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.