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Lodestone Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Lodestone Wealth Management’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 		$3.56K Hold
191
– – ﹤0.01% 635
2026
Q1 		$3.07K Buy
+191
New +$3.35K ﹤0.01% 638

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
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

Lodestone Wealth Management's SPXX Position: Q2 2026 in Review

Lodestone Wealth Management held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2026 at 191 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Lodestone Wealth Management 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.

  • Lodestone Wealth Management held 191 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $3.56K as of Q2 2026.
  • Lodestone Wealth Management left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #635 holding.
  • Lodestone Wealth Management 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 Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.