Jones Financial Companies
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Jones Financial Companies’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Jones Financial Companies’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 		$34.5K Buy
+1,931
New +$34.2K ﹤0.01% 3280
2024
Q4 		– Sell
-500
Closed -$8.3K – 3499
2024
Q3 		$8.3K Buy
+500
New +$8.19K ﹤0.01% 2281

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Jones Financial Companies's SPXX Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026: 1,931 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #3280 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in SPXX as recently as Q3 2024.

Jones Financial Companies first reported a position in SPXX in Q3 2024 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Jones Financial Companies held 1,931 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $34.5K as of Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund was a new Jones Financial Companies position in Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3280 holding.
  • Jones Financial Companies first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2024 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.