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

PFS 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
Q3 		$132K Buy
7,160
+160
+2% +$3.01K 0.05% 124
2026
Q2 		$130K Hold
7,000
– – 0.05% 125
2026
Q1 		$112K Buy
+7,000
New +$123K 0.05% 120

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SCM
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Shulman DeMeo Asset Management
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FFG
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PMG Family Office
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TA
TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return
Forteris Wealth Management
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Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

PFS Partners's SPXX Position: Q3 2026 in Review

PFS Partners increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 2.3% in Q3 2026, buying an estimated $3.01K and bringing the position to 7,160 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #124.

PFS Partners first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • PFS Partners held 7,160 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $132K as of Q3 2026.
  • PFS Partners bought 160 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $3.01K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.05% of PFS Partners's portfolio in Q3 2026, its #124 holding.
  • PFS Partners first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.