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

&Partners’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	$3.83M	Sell	205,568 -3,112	-1%	-$55.1K	0.02%	700
2026 Q1	$3.35M	Buy	+208,680	New	+$3.66M	0.02%	682

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

&Partners's SPXX Position: Q2 2026 in Review

&Partners reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 1.5% in Q2 2026, selling an estimated $55.1K and leaving 205,568 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #700.

&Partners first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

&Partners held 205,568 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $3.83M as of Q2 2026.
&Partners sold 3,112 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $55.1K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.02% of &Partners's portfolio in Q2 2026, its #700 holding.
&Partners first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.