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Key Financial Inc’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Key Financial Inc’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 		– Sell
-468
Closed -$7.52K – 1444
2026
Q1 		$7.52K Buy
+468
New +$8.21K ﹤0.01% 946

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Key Financial Inc's SPXX Position: Q2 2026 in Review

Key Financial Inc sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026, closing a stake of 468 shares — an estimated $7.52K sold.

Key Financial Inc first reported a position in SPXX in Q1 2026 and held it in 1 quarter. The position peaked at $7.52K in Q1 2026. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Key Financial Inc reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 468 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $7.52K.
  • Key Financial Inc first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and held it in 1 quarter.
  • Key Financial Inc's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $7.52K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.