NBC Securities’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

NBC Securities’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	$680K	Sell	36,494 -293	-0.8%	-$5.19K	0.05%	418
2026 Q1	$591K	Buy	+36,787	New	+$645K	0.04%	437
2024 Q4	–	Sell	-611	Closed	-$10K	–	1965
2024 Q3	$10K	Hold	611	–	–	﹤0.01%	1741
2024 Q2	$9K	Hold	611	–	–	﹤0.01%	1727
2024 Q1	$9K	Hold	611	–	–	﹤0.01%	1742
2023 Q4	$9K	Hold	611	–	–	﹤0.01%	1741
2023 Q3	$9K	Buy	+611	New	+$9.39K	﹤0.01%	1745

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

NBC Securities's SPXX Position: Q2 2026 in Review

NBC Securities reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.8% in Q2 2026, selling an estimated $5.19K and leaving 36,494 shares worth $680K. The position accounts for 0.05% of the portfolio, ranked #418.

NBC Securities first reported a position in SPXX in Q3 2023 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

NBC Securities held 36,494 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $680K as of Q2 2026.
NBC Securities sold 293 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $5.19K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.05% of NBC Securities's portfolio in Q2 2026, its #418 holding.
NBC Securities first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2023 and has held it in 7 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.