Lido Advisors
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Lido Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Lido Advisors’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 		$383K Sell
20,088
-4
-0% -$71 ﹤0.01% 1625
2026
Q1 		$323K Buy
+20,092
New +$352K ﹤0.01% 1525

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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

Lido Advisors's SPXX Position: Q2 2026 in Review

Lido Advisors reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.02% in Q2 2026, selling an estimated $71 and leaving 20,088 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Lido Advisors first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Lido Advisors held 20,088 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $383K as of Q2 2026.
  • Lido Advisors sold 4 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $71.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1625 holding.
  • Lido Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.