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Northeast Planning Associates NH’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Northeast Planning Associates NH’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 		$268K Hold
14,388
– – 0.2% 55
2026
Q1 		$231K Buy
+14,388
New +$252K 0.16% 49

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Northeast Planning Associates NH's SPXX Position: Q2 2026 in Review

Northeast Planning Associates NH held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2026 at 14,388 shares worth $268K. The position accounts for 0.2% of the portfolio, ranked #55.

Northeast Planning Associates NH first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Northeast Planning Associates NH held 14,388 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $268K as of Q2 2026.
  • Northeast Planning Associates NH left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.2% of Northeast Planning Associates NH's portfolio in Q2 2026, its #55 holding.
  • Northeast Planning Associates NH first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.