MONECO Advisors
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MONECO Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

MONECO 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
Q3 		$3.64M Sell
196,980
-1,770
-0.9% -$33.3K 0.21% 99
2026
Q2 		$3.7M Sell
198,750
-4,615
-2% -$81.8K 0.23% 96
2026
Q1 		$3.27M Buy
+203,365
New +$3.57M 0.25% 94

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MONECO Advisors's SPXX Position: Q3 2026 in Review

MONECO Advisors reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.89% in Q3 2026, selling an estimated $33.3K and leaving 196,980 shares worth $3.64M. The position accounts for 0.21% of the portfolio, ranked #99.

MONECO Advisors first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.7M in Q2 2026. 206 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • MONECO Advisors held 196,980 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $3.64M as of Q3 2026.
  • MONECO Advisors sold 1,770 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $33.3K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.21% of MONECO Advisors's portfolio in Q3 2026, its #99 holding.
  • MONECO Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
  • MONECO Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $3.7M in Q2 2026.
  • 206 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.