Janney Montgomery Scott
SPXX icon

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
Q2 		$5.29M Sell
283,510
-3,804
-1% -$67.4K 0.01% 941
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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Janney Montgomery Scott's SPXX Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 1.3% in Q2 2026, selling an estimated $67.4K and leaving 283,510 shares worth $5.29M. The position accounts for 0.01% of the portfolio, ranked #941.

Janney Montgomery Scott first reported a position in SPXX in Q1 2019 and has held it in 25 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Janney Montgomery Scott held 283,510 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $5.29M as of Q2 2026.
  • Janney Montgomery Scott sold 3,804 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $67.4K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #941 holding.
  • Janney Montgomery Scott first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2019 and has held it in 25 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.