Jeff Yass’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Jeff Yass’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	–	Sell	-50,384	Closed	-$810K	–	14466
2026 Q1	$810K	Buy	+50,384	New	+$884K	﹤0.01%	8447
2024 Q3	–	Sell	-15,541	Closed	-$254K	–	12985
2024 Q2	$254K	Buy	+15,541	New	+$244K	﹤0.01%	9823
2015 Q3	–	Sell	-35,660	Closed	-$488K	–	10158
2015 Q2	$488K	Sell	35,660 -124,895	-78%	-$1.76M	﹤0.01%	7688
2015 Q1	$2.24M	Sell	160,555 -92,735	-37%	-$1.32M	﹤0.01%	4103
2014 Q4	$3.62M	Buy	+253,290	New	+$3.6M	﹤0.01%	3403

Other funds holding SPXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jeff Yass's SPXX Position: Q2 2026 in Review

Jeff Yass sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026, closing a stake of 50,384 shares — an estimated $810K sold.

Jeff Yass first reported a position in SPXX in Q4 2014 and held it in 5 quarters. The position peaked at $3.62M in Q4 2014. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Jeff Yass reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 50,384 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $810K.
Jeff Yass first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2014 and held it in 5 quarters.
Jeff Yass's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $3.62M in Q4 2014.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.