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Logan Stone Capital’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Logan Stone Capital’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
Q1 		$825K Buy
51,308
+40,384
+370% +$708K 0.23% 68
2025
Q4 		$197K Buy
+10,924
New +$192K 0.05% 133

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Logan Stone Capital's SPXX Position: Q1 2026 in Review

Logan Stone Capital increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 370% in Q1 2026, buying an estimated $708K and bringing the position to 51,308 shares worth $825K. The position accounts for 0.23% of the portfolio, ranked #68.

Logan Stone Capital first reported a position in SPXX in Q4 2025 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • Logan Stone Capital held 51,308 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $825K as of Q1 2026.
  • Logan Stone Capital bought 40,384 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $708K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.23% of Logan Stone Capital's portfolio in Q1 2026, its #68 holding.
  • Logan Stone Capital first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2025 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.