Kentucky Trust Company’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Kentucky Trust Company’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	–	Sell	-240	Closed	-$4.33K	–	317
2025 Q4	$4.33K	Hold	240	–	–	﹤0.01%	280
2025 Q3	$4.2K	Hold	240	–	–	﹤0.01%	272
2025 Q2	$4.26K	Hold	240	–	–	﹤0.01%	274
2025 Q1	$4.06K	Hold	240	–	–	﹤0.01%	269
2024 Q4	$4.26K	Buy	+240	New	+$4.12K	﹤0.01%	271

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

Kentucky Trust Company's SPXX Position: Q1 2026 in Review

Kentucky Trust Company sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026, closing a stake of 240 shares — an estimated $4.33K sold.

Kentucky Trust Company first reported a position in SPXX in Q4 2024 and held it in 5 quarters. The position peaked at $4.33K in Q4 2025. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Kentucky Trust Company reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
Kentucky Trust Company sold 240 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $4.33K.
Kentucky Trust Company first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2024 and held it in 5 quarters.
Kentucky Trust Company's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $4.33K in Q4 2025.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Kentucky Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.