MB, Levis & Associates’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

MB, Levis & Associates’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	$9.38K	Buy	+503	New	+$8.91K	﹤0.01%	176

Other funds holding SPXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MB, Levis & Associates's SPXX Position: Q2 2026 in Review

MB, Levis & Associates opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026: 503 shares worth $9.38K. The stake represents ﹤0.01% of the portfolio and ranks #176 among its holdings.

231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

MB, Levis & Associates held 503 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $9.38K as of Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new MB, Levis & Associates position in Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #176 holding.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.