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

Investment Partners Asset 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
Q3 		$672K Hold
36,350
– – 0.36% 74
2026
Q2 		$678K Hold
36,350
– – 0.38% 74
2026
Q1 		$584K Buy
+36,350
New +$638K 0.36% 82

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SFS
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SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
TA
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FWM
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Dynamic Advisor Solutions
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Investment Partners Asset Management's SPXX Position: Q3 2026 in Review

Investment Partners Asset Management held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q3 2026 at 36,350 shares worth $672K. The position accounts for 0.36% of the portfolio, ranked #74.

Investment Partners Asset Management first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. The position peaked at $678K in Q2 2026. 33 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • Investment Partners Asset Management held 36,350 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $672K as of Q3 2026.
  • Investment Partners Asset Management left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q3 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.36% of Investment Partners Asset Management's portfolio in Q3 2026, its #74 holding.
  • Investment Partners Asset Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
  • Investment Partners Asset Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $678K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.