Islay Capital Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Islay Capital 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 Q1	$1.07M	Buy	+66,611	New	+$1.17M	0.54%	48

Other funds holding SPXX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Islay Capital Management's SPXX Position: Q1 2026 in Review

Islay Capital Management opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 66,611 shares worth $1.07M. The stake represents 0.54% of the portfolio and ranks #48 among its holdings.

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

Islay Capital Management held 66,611 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.07M as of Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Islay Capital Management position in Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.54% of Islay Capital Management's portfolio in Q1 2026, its #48 holding.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.