&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 Q1	$3.35M	Buy	+208,680	New	+$3.66M	0.02%	682

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

&Partners's SPXX Position: Q1 2026 in Review

&Partners opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 208,680 shares worth $3.35M. The stake represents 0.02% of the portfolio and ranks #682 among its holdings.

227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

&Partners held 208,680 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $3.35M as of Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new &Partners position in Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.02% of &Partners's portfolio in Q1 2026, its #682 holding.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.