Kayne Anderson Rudnick Investment Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Kayne Anderson Rudnick Investment 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	$6.17K	Buy	+390	New	+$6.84K	﹤0.01%	720
2024 Q1	–	Sell	-1,686	Closed	-$25.4K	–	994
2023 Q4	$25.4K	Hold	1,686	–	–	﹤0.01%	557
2023 Q3	$25K	Hold	1,686	–	–	﹤0.01%	546
2023 Q2	$26.4K	Hold	1,686	–	–	﹤0.01%	542
2023 Q1	$26.3K	Hold	1,686	–	–	﹤0.01%	531
2022 Q4	$27.2K	Hold	1,686	–	–	﹤0.01%	537
2022 Q3	$25K	Buy	+1,686	New	+$27K	﹤0.01%	520

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 $445B AUM 25.58% 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 12.96% 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

Kayne Anderson Rudnick Investment Management's SPXX Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 390 shares worth $6.17K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings. This is a return to the name: Kayne Anderson Rudnick Investment Management previously reported a position in SPXX as recently as Q4 2023.

Kayne Anderson Rudnick Investment Management first reported a position in SPXX in Q3 2022 and has held it in 7 quarters since. The position peaked at $27.2K in Q4 2022. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 390 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $6.17K as of Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Kayne Anderson Rudnick Investment Management position in Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #720 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2022 and has held it in 7 quarters since.
Kayne Anderson Rudnick Investment Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $27.2K in Q4 2022.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.