Kestra Advisory Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Kestra Advisory Services’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	$1.94M	Sell	104,219 -105,488	-50%	-$1.87M	0.01%	1378
2026 Q1	$3.37M	Buy	209,707 +205,817	+5,291%	+$3.61M	0.01%	1002
2025 Q4	$70.2K	Buy	+3,890	New	+$68.5K	﹤0.01%	3709
2021 Q1	–	Sell	-11,998	Closed	-$180K	–	2047
2020 Q4	$180K	Buy	11,998 +570	+5%	+$8.07K	﹤0.01%	1734
2020 Q3	$152K	Buy	+11,428	New	+$154K	﹤0.01%	1330

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

Kestra Advisory Services's SPXX Position: Q2 2026 in Review

Kestra Advisory Services reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 50% in Q2 2026, selling an estimated $1.87M and leaving 104,219 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #1378.

Kestra Advisory Services first reported a position in SPXX in Q3 2020 and has held it in 5 quarters since. The position peaked at $3.37M in Q1 2026. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Kestra Advisory Services held 104,219 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.94M as of Q2 2026.
Kestra Advisory Services sold 105,488 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $1.87M.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1378 holding.
Kestra Advisory Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2020 and has held it in 5 quarters since.
Kestra Advisory Services's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $3.37M in Q1 2026.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.