Janney Montgomery Scott
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Janney Montgomery Scott’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Janney Montgomery Scott’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 		$4.62M Buy
287,314
+276,581
+2,577% +$4.85M 0.01% 875
2025
Q4 		$194K Sell
10,733
-61
-0.6% -$1.07K ﹤0.01% 2812
2025
Q3 		$189K Buy
+10,794
New +$194K ﹤0.01% 2742
2024
Q2 		– Sell
-12,712
Closed -$199K – 2801
2024
Q1 		$199K Sell
12,712
-132
-1% -$2.02K ﹤0.01% 2582
2023
Q4 		$193K Sell
12,844
-34
-0.3% -$496 ﹤0.01% 2481
2023
Q3 		$191K Sell
12,878
-256
-2% -$3.94K ﹤0.01% 2397
2023
Q2 		$206K Buy
13,134
+24
+0.2% +$371 ﹤0.01% 2446
2023
Q1 		$204K Sell
13,110
-1,423
-10% -$22.3K ﹤0.01% 2281
2022
Q4 		$234K Buy
14,533
+52
+0.4% +$865 ﹤0.01% 2276
2022
Q3 		$217K Sell
14,481
-1,880
-11% -$30.2K ﹤0.01% 2233
2022
Q2 		$254K Sell
16,361
-2,317
-12% -$38.1K ﹤0.01% 2012
2022
Q1 		$336K Buy
18,678
+4,222
+29% +$74K ﹤0.01% 1832
2021
Q4 		$269K Sell
14,456
-202
-1% -$3.61K ﹤0.01% 2056
2021
Q3 		$251K Sell
14,658
-16,460
-53% -$297K ﹤0.01% 2053
2021
Q2 		$564K Buy
31,118
+982
+3% +$17.2K ﹤0.01% 1567
2021
Q1 		$498K Hold
30,136
– – ﹤0.01% 1562
2020
Q4 		$459K Sell
30,136
-140
-0.5% -$1.98K ﹤0.01% 1623
2020
Q3 		$403K Buy
30,276
+13,436
+80% +$181K ﹤0.01% 1537
2020
Q2 		$216K Sell
16,840
-269
-2% -$3.4K ﹤0.01% 1798
2020
Q1 		$198K Buy
17,109
+644
+4% +$9.62K ﹤0.01% 1681
2019
Q4 		$271K Buy
16,465
+72
+0.4% +$1.14K ﹤0.01% 1767
2019
Q3 		$252K Sell
16,393
-526
-3% -$8.55K ﹤0.01% 1777
2019
Q2 		$267K Buy
16,919
+2,014
+14% +$31.5K ﹤0.01% 1749
2019
Q1 		$231K Buy
+14,905
New +$226K ﹤0.01% 1788

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
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
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

Janney Montgomery Scott's SPXX Position: Q1 2026 in Review

Janney Montgomery Scott increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 2,577% in Q1 2026, buying an estimated $4.85M and bringing the position to 287,314 shares worth $4.62M. The position accounts for 0.01% of the portfolio, ranked #875.

Janney Montgomery Scott first reported a position in SPXX in Q1 2019 and has held it in 24 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • Janney Montgomery Scott held 287,314 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $4.62M as of Q1 2026.
  • Janney Montgomery Scott bought 276,581 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $4.85M.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #875 holding.
  • Janney Montgomery Scott first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2019 and has held it in 24 quarters since.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.