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

LPL 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
Q1 		$31.7M Buy
1,974,296
+1,617,627
+454% +$28.4M 0.01% 1159
2025
Q4 		$6.43M Buy
356,669
+44,964
+14% +$792K ﹤0.01% 2319
2025
Q3 		$5.45M Buy
311,705
+61,119
+24% +$1.1M ﹤0.01% 2387
2025
Q2 		$4.45M Buy
250,586
+92,741
+59% +$1.56M ﹤0.01% 2415
2025
Q1 		$2.67M Buy
157,845
+21,728
+16% +$385K ﹤0.01% 2699
2024
Q4 		$2.42M Buy
136,117
+14,654
+12% +$252K ﹤0.01% 2692
2024
Q3 		$2.04M Buy
121,463
+5,959
+5% +$97.6K ﹤0.01% 2724
2024
Q2 		$1.89M Sell
115,504
-14,679
-11% -$230K ﹤0.01% 2651
2024
Q1 		$2.04M Sell
130,183
-6,998
-5% -$107K ﹤0.01% 2527
2023
Q4 		$2.06M Sell
137,181
-24,956
-15% -$364K ﹤0.01% 2378
2023
Q3 		$2.4M Buy
162,137
+464
+0.3% +$7.13K ﹤0.01% 2152
2023
Q2 		$2.54M Buy
161,673
+1,851
+1% +$28.6K ﹤0.01% 2046
2023
Q1 		$2.49M Sell
159,822
-59
-0% -$924 ﹤0.01% 1969
2022
Q4 		$2.58M Buy
159,881
+3,495
+2% +$58.1K ﹤0.01% 1895
2022
Q3 		$2.35M Sell
156,386
-14,414
-8% -$231K ﹤0.01% 1857
2022
Q2 		$2.67M Buy
170,800
+47,500
+39% +$782K ﹤0.01% 1802
2022
Q1 		$2.22M Buy
123,300
+1,154
+0.9% +$20.2K ﹤0.01% 1986
2021
Q4 		$2.27M Buy
122,146
+14,539
+14% +$260K ﹤0.01% 1990
2021
Q3 		$1.84M Buy
107,607
+7,061
+7% +$127K ﹤0.01% 2119
2021
Q2 		$1.82M Buy
100,546
+1,516
+2% +$26.6K ﹤0.01% 2054
2021
Q1 		$1.64M Sell
99,030
-33,229
-25% -$520K ﹤0.01% 1992
2020
Q4 		$2.02M Buy
132,259
+45,616
+53% +$646K ﹤0.01% 1669
2020
Q3 		$1.15M Sell
86,643
-15,251
-15% -$205K ﹤0.01% 1827
2020
Q2 		$1.31M Buy
101,894
+19,888
+24% +$251K ﹤0.01% 1628
2020
Q1 		$950K Sell
82,006
-1,387
-2% -$20.7K ﹤0.01% 1646
2019
Q4 		$1.37M Buy
83,393
+5,587
+7% +$88.8K ﹤0.01% 1624
2019
Q3 		$1.2M Buy
77,806
+661
+0.9% +$10.7K ﹤0.01% 1600
2019
Q2 		$1.22M Buy
77,145
+13,816
+22% +$216K ﹤0.01% 1598
2019
Q1 		$980K Buy
63,329
+17,411
+38% +$264K ﹤0.01% 1667
2018
Q4 		$645K Buy
45,918
+4,927
+12% +$76.4K ﹤0.01% 1846
2018
Q3 		$693K Buy
40,991
+4,454
+12% +$75.5K ﹤0.01% 1961
2018
Q2 		$610K Sell
36,537
-1,303
-3% -$23.5K ﹤0.01% 2021
2018
Q1 		$647K Buy
37,840
+6,410
+20% +$113K ﹤0.01% 1933
2017
Q4 		$544K Buy
31,430
+6,620
+27% +$108K ﹤0.01% 2000
2017
Q3 		$388K Sell
24,810
-72
-0.3% -$1.11K ﹤0.01% 2145
2017
Q2 		$382K Sell
24,882
-211,878
-89% -$3.26M ﹤0.01% 2096
2017
Q1 		$3.49M Buy
236,760
+156,811
+196% +$2.33M 0.02% 565
2016
Q4 		$1.15M Buy
79,949
+19,239
+32% +$266K 0.01% 1127
2016
Q3 		$820K Buy
60,710
+1,998
+3% +$27.7K 0.01% 1351
2016
Q2 		$807K Sell
58,712
-101,198
-63% -$1.36M 0.01% 1314
2016
Q1 		$2.09M Buy
159,910
+42,178
+36% +$533K 0.01% 1179
2015
Q4 		$1.58M Buy
117,732
+72,910
+163% +$987K ﹤0.01% 1325
2015
Q3 		$594K Buy
44,822
+184
+0.4% +$2.51K ﹤0.01% 1647
2015
Q2 		$610K Sell
44,638
-1,114
-2% -$15.7K ﹤0.01% 1744
2015
Q1 		$638K Buy
45,752
+2,980
+7% +$42.4K ﹤0.01% 1678
2014
Q4 		$612K Sell
42,772
-3,434
-7% -$48.8K ﹤0.01% 1628
2014
Q3 		$645K Buy
46,206
+1,264
+3% +$18.2K ﹤0.01% 1593
2014
Q2 		$650K Buy
44,942
+370
+0.8% +$5.34K ﹤0.01% 1612
2014
Q1 		$632K Sell
44,572
-1,362
-3% -$19.3K ﹤0.01% 1564
2013
Q4 		$649K Sell
45,934
-1,325
-3% -$18.6K ﹤0.01% 1548
2013
Q3 		$657K Buy
47,259
+669
+1% +$9.34K ﹤0.01% 1450
2013
Q2 		$643K Buy
+46,590
New +$644K ﹤0.01% 1394

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial's SPXX Position: Q1 2026 in Review

LPL Financial increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 454% in Q1 2026, buying an estimated $28.4M and bringing the position to 1,974,296 shares worth $31.7M. The position accounts for 0.01% of the portfolio, ranked #1159.

LPL Financial first reported a position in SPXX in Q2 2013 and has held it in 52 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • LPL Financial held 1,974,296 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $31.7M as of Q1 2026.
  • LPL Financial bought 1,617,627 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $28.4M.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1159 holding.
  • LPL Financial first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2013 and has held it in 52 quarters since.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.