Lodestone Wealth Management
SPXX icon

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
Q3 		$3.53K Hold
191
– – ﹤0.01% 649
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
GatePass Capital
GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

Lodestone Wealth Management's SPXX Position: Q3 2026 in Review

Lodestone Wealth Management held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q3 2026 at 191 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Lodestone Wealth Management first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.56K in Q2 2026. 188 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • Lodestone Wealth Management held 191 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $3.53K as of Q3 2026.
  • Lodestone Wealth Management 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 Lodestone Wealth Management's portfolio in Q3 2026, its #649 holding.
  • Lodestone Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $3.56K in Q2 2026.
  • 188 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.