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 Q3	$3.38M	Buy	182,767 +78,548	+75%	+$1.48M	0.01%	1121
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Kestra Advisory Services's SPXX Position: Q3 2026 in Review

Kestra Advisory Services increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 75% in Q3 2026, buying an estimated $1.48M and bringing the position to 182,767 shares worth $3.38M. The position accounts for 0.01% of the portfolio, ranked #1121.

Kestra Advisory Services first reported a position in SPXX in Q3 2020 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

Kestra Advisory Services held 182,767 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $3.38M as of Q3 2026.
Kestra Advisory Services bought 78,548 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $1.48M.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1121 holding.
Kestra Advisory Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2020 and has held it in 6 quarters since.
142 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.