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

Merit Financial Group’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 		$256K Sell
13,713
-107
-0.8% -$1.9K ﹤0.01% 1929
2026
Q1 		$222K Buy
+13,820
New +$242K ﹤0.01% 1858

Other funds holding SPXX

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Merit Financial Group's SPXX Position: Q2 2026 in Review

Merit Financial Group reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.77% in Q2 2026, selling an estimated $1.9K and leaving 13,713 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Merit Financial Group first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Merit Financial Group held 13,713 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $256K as of Q2 2026.
  • Merit Financial Group sold 107 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $1.9K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1929 holding.
  • Merit Financial Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.