Larson Financial Group
SPXX icon

Larson Financial Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Larson Financial Group’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 		$98.8K Hold
5,341
– – ﹤0.01% 1245
2026
Q2 		$100K Hold
5,341
– – ﹤0.01% 1181
2026
Q1 		$85.8K Buy
+5,341
New +$93.7K ﹤0.01% 1068
2025
Q2 		– Sell
-1,400
Closed -$23.7K – 3488
2025
Q1 		$23.7K Sell
1,400
-400
-22% -$7.08K ﹤0.01% 1303
2024
Q4 		$32K Hold
1,800
– – ﹤0.01% 1050
2024
Q3 		$30.2K Buy
+1,800
New +$29.5K ﹤0.01% 1067

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UBS Group
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Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
GatePass Capital
GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Cypress Capital Management (Wyoming)
Cypress Capital Management (Wyoming) Sheridan, Wyoming $126M AUM 27.56% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Larson Financial Group's SPXX Position: Q3 2026 in Review

Larson Financial Group held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q3 2026 at 5,341 shares worth $98.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Larson Financial Group first reported a position in SPXX in Q3 2024 and has held it in 6 quarters since. The position peaked at $100K in Q2 2026. 167 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • Larson Financial Group held 5,341 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $98.8K as of Q3 2026.
  • Larson Financial Group left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q3 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1245 holding.
  • Larson Financial Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2024 and has held it in 6 quarters since.
  • Larson Financial Group's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $100K in Q2 2026.
  • 167 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.