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 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 $1.66T 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 $377B AUM 19.32% 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 13% 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

Kestra Advisory Services's SPXX Position: Q1 2026 in Review

Kestra Advisory Services increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 5,291% in Q1 2026, buying an estimated $3.61M and bringing the position to 209,707 shares worth $3.37M. The position accounts for 0.01% of the portfolio, ranked #1002.

Kestra Advisory Services first reported a position in SPXX in Q3 2020 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Kestra Advisory Services held 209,707 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $3.37M as of Q1 2026.
Kestra Advisory Services bought 205,817 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $3.61M.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1002 holding.
Kestra Advisory Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2020 and has held it in 4 quarters since.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.