North Star Investment Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

North Star Investment Management’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 Q1	$32.1K	Hold	2,000	–	–	﹤0.01%	826
2025 Q4	$36.1K	Hold	2,000	–	–	﹤0.01%	737
2025 Q3	$35K	Hold	2,000	–	–	﹤0.01%	726
2025 Q2	$35.5K	Hold	2,000	–	–	﹤0.01%	704
2025 Q1	$33.8K	Hold	2,000	–	–	﹤0.01%	682
2024 Q4	$35.5K	Hold	2,000	–	–	﹤0.01%	680
2024 Q3	$33.6K	Hold	2,000	–	–	﹤0.01%	660
2024 Q2	$32.7K	Hold	2,000	–	–	﹤0.01%	651
2024 Q1	$31.3K	Hold	2,000	–	–	﹤0.01%	676
2023 Q4	$30.1K	Hold	2,000	–	–	﹤0.01%	669
2023 Q3	$29.6K	Hold	2,000	–	–	﹤0.01%	673
2023 Q2	$31.4K	Hold	2,000	–	–	﹤0.01%	681
2023 Q1	$31.2K	Hold	2,000	–	–	﹤0.01%	689
2022 Q4	$32.2K	Hold	2,000	–	–	﹤0.01%	669
2022 Q3	$30K	Hold	2,000	–	–	﹤0.01%	625
2022 Q2	$31K	Hold	2,000	–	–	﹤0.01%	639
2022 Q1	$36K	Hold	2,000	–	–	﹤0.01%	646
2021 Q4	$37K	Hold	2,000	–	–	﹤0.01%	680
2021 Q3	$34K	Hold	2,000	–	–	﹤0.01%	656
2021 Q2	$36K	Hold	2,000	–	–	﹤0.01%	650
2021 Q1	$33K	Hold	2,000	–	–	﹤0.01%	634
2020 Q4	$30K	Hold	2,000	–	–	﹤0.01%	620
2020 Q3	$27K	Hold	2,000	–	–	﹤0.01%	616
2020 Q2	$26K	Hold	2,000	–	–	﹤0.01%	592
2020 Q1	$23K	Hold	2,000	–	–	﹤0.01%	609
2019 Q4	$33K	Sell	2,000 -1,000	-33%	-$15.9K	﹤0.01%	630
2019 Q3	$46K	Buy	+3,000	New	+$48.8K	0.01%	566
2019 Q2	–	Sell	-3,000	Closed	-$46K	–	853
2019 Q1	$46K	Hold	3,000	–	–	0.01%	575
2018 Q4	$42K	Hold	3,000	–	–	0.01%	545
2018 Q3	$51K	Hold	3,000	–	–	0.01%	557
2018 Q2	$50K	Hold	3,000	–	–	0.01%	562
2018 Q1	$51K	Hold	3,000	–	–	0.01%	557
2017 Q4	$52K	Hold	3,000	–	–	0.01%	541
2017 Q3	$47K	Sell	3,000 -1,000	-25%	-$15.4K	0.01%	559
2017 Q2	$61K	Hold	4,000	–	–	0.01%	501
2017 Q1	$59K	Hold	4,000	–	–	0.01%	496
2016 Q4	$58K	Buy	4,000 +2,000	+100%	+$27.6K	0.01%	481
2016 Q3	$28K	Hold	2,000	–	–	0.01%	488
2016 Q2	$27K	Hold	2,000	–	–	0.01%	486
2016 Q1	$27K	Hold	2,000	–	–	0.01%	464
2015 Q4	$27K	Hold	2,000	–	–	0.01%	464
2015 Q3	$25K	Hold	2,000	–	–	0.01%	485
2015 Q2	$27K	Hold	2,000	–	–	0.01%	459
2015 Q1	$28K	Hold	2,000	–	–	0.01%	443
2014 Q4	$29K	Hold	2,000	–	–	0.01%	434
2014 Q3	$28K	Hold	2,000	–	–	0.01%	424
2014 Q2	$29K	Buy	2,000 +1,000	+100%	+$14.4K	0.01%	446
2014 Q1	$14K	Buy	+1,000	New	+$14.2K	﹤0.01%	514

Other funds holding SPXX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

North Star Investment Management's SPXX Position: Q1 2026 in Review

North Star Investment Management held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q1 2026 at 2,000 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

North Star Investment Management first reported a position in SPXX in Q1 2014 and has held it in 48 quarters since. The position peaked at $61K in Q2 2017. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

North Star Investment Management held 2,000 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $32.1K as of Q1 2026.
North Star Investment Management left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #826 holding.
North Star Investment Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2014 and has held it in 48 quarters since.
North Star Investment Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $61K in Q2 2017.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.