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Patriot Financial Group Insurance Agency’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Patriot Financial Group Insurance Agency’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 		$475K Sell
25,466
-25,766
-50% -$456K 0.05% 310
2026
Q1 		$823K Buy
+51,232
New +$899K 0.05% 330

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SCM
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FFG
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Patriot Financial Group Insurance Agency's SPXX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 50% in Q2 2026, selling an estimated $456K and leaving 25,466 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #310.

Patriot Financial Group Insurance Agency first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. The position peaked at $823K in Q1 2026. 114 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 25,466 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $475K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 25,766 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $456K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #310 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • Patriot Financial Group Insurance Agency's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $823K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.