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Park Square Financial Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-159
Closed -$2.82K – 854
2025
Q2 		$2.82K Hold
159
– – ﹤0.01% 828
2025
Q1 		$2.69K Hold
159
– – ﹤0.01% 822
2024
Q4 		$2.82K Buy
+159
New +$2.73K ﹤0.01% 790

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Park Square Financial Group's SPXX Position: Q3 2025 in Review

Park Square Financial Group sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2025, closing a stake of 159 shares — an estimated $2.82K sold.

Park Square Financial Group first reported a position in SPXX in Q4 2024 and held it in 3 quarters. The position peaked at $2.82K in Q4 2024. 53 funds tracked by Wall St. Rank hold SPXX as of Q3 2025.

  • Park Square Financial Group reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 159 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2025, an estimated $2.82K.
  • Park Square Financial Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $2.82K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.