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

NewEdge 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 		$2.59M Buy
139,122
+3,460
+3% +$61.3K 0.01% 1086
2026
Q1 		$2.18M Buy
135,662
+133,019
+5,033% +$2.33M 0.01% 1064
2025
Q4 		$47.7K Hold
2,643
– – ﹤0.01% 2973
2025
Q3 		$46.2K Hold
2,643
– – ﹤0.01% 2851
2025
Q2 		$46.9K Hold
2,643
– – ﹤0.01% 2682
2025
Q1 		$44.7K Hold
2,643
– – ﹤0.01% 2587
2024
Q4 		$46.9K Hold
2,643
– – ﹤0.01% 2542
2024
Q3 		$44.4K Sell
2,643
-1,200
-31% -$19.7K ﹤0.01% 2475
2024
Q2 		$62.8K Hold
3,843
– – ﹤0.01% 2273
2024
Q1 		$60.2K Hold
3,843
– – ﹤0.01% 2250
2023
Q4 		$57.8K Hold
3,843
– – ﹤0.01% 2186
2023
Q3 		$57K Hold
3,843
– – ﹤0.01% 2057
2023
Q2 		$60.3K Buy
3,843
+583
+18% +$9K ﹤0.01% 2031
2023
Q1 		$50.8K Sell
3,260
-300
-8% -$4.7K ﹤0.01% 1988
2022
Q4 		$4.89K Buy
+3,560
New +$59.2K ﹤0.01% 2602
2019
Q4 		– Sell
-14,140
Closed -$218K – 866
2019
Q3 		$218K Sell
14,140
-185
-1% -$3.01K 0.01% 732
2019
Q2 		$226K Sell
14,325
-1,558
-10% -$24.4K 0.01% 593
2019
Q1 		$246K Sell
15,883
-13,929
-47% -$211K 0.02% 578
2018
Q4 		$419K Sell
29,812
-14,893
-33% -$231K 0.03% 411
2018
Q3 		$756K Buy
44,705
+30,890
+224% +$523K 0.06% 273
2018
Q2 		$233K Sell
13,815
-4
-0% -$72 0.02% 476
2018
Q1 		$239K Buy
13,819
+239
+2% +$4.23K 0.03% 415
2017
Q4 		$239K Buy
13,580
+702
+5% +$11.5K 0.03% 357
2017
Q3 		$202K Sell
12,878
-1,800
-12% -$27.7K 0.03% 359
2017
Q2 		$224K Buy
14,678
+3,870
+36% +$59.6K 0.04% 297
2017
Q1 		$161K Buy
+10,808
New +$161K 0.04% 262

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

NewEdge Advisors's SPXX Position: Q2 2026 in Review

NewEdge Advisors increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 2.6% in Q2 2026, buying an estimated $61.3K and bringing the position to 139,122 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #1086.

NewEdge Advisors first reported a position in SPXX in Q1 2017 and has held it in 26 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • NewEdge Advisors held 139,122 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $2.59M as of Q2 2026.
  • NewEdge Advisors bought 3,460 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $61.3K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1086 holding.
  • NewEdge Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2017 and has held it in 26 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.