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

LifeSteps Financial’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 		$37.8K Buy
+2,026
New +$35.9K 0.02% 245

Other funds holding SPXX

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

LifeSteps Financial's SPXX Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026: 2,026 shares worth $37.8K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings.

100 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • LifeSteps Financial held 2,026 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $37.8K as of Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund was a new LifeSteps Financial position in Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #245 holding.
  • 100 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.