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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$584K Buy
+36,350
New +$638K 0.36% 82

Other funds holding SPXX

Investment Partners Asset Management's SPXX Position: Q1 2026 in Review

Investment Partners Asset Management opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 36,350 shares worth $584K. The stake represents 0.36% of the portfolio and ranks #82 among its holdings.

227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • Investment Partners Asset Management held 36,350 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $584K as of Q1 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund was a new Investment Partners Asset Management position in Q1 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.36% of Investment Partners Asset Management's portfolio in Q1 2026, its #82 holding.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Investment Partners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.