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Marshall & Sterling Wealth Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$47.1K Hold
2,525
– – 0.03% 155
2026
Q1 		$40.6K Buy
+2,525
New +$44.3K 0.03% 155

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

Marshall & Sterling Wealth Advisors's SPXX Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2026 at 2,525 shares worth $47.1K. The position accounts for 0.03% of the portfolio, ranked #155.

Marshall & Sterling Wealth Advisors 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.

  • Marshall & Sterling Wealth Advisors held 2,525 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $47.1K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Marshall & Sterling Wealth Advisors 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 Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.