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

Pinnacle Associates’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	$245K	Sell	13,260 -623	-4%	-$11.7K	﹤0.01%	859
2026 Q2	$259K	Sell	13,883 -6	-0%	-$106	﹤0.01%	852
2026 Q1	$223K	Buy	+13,889	New	+$244K	﹤0.01%	885

Other funds holding SPXX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Pinnacle Associates's SPXX Position: Q3 2026 in Review

Pinnacle Associates reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 4.5% in Q3 2026, selling an estimated $11.7K and leaving 13,260 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Pinnacle Associates first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. The position peaked at $259K in Q2 2026. 141 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

Pinnacle Associates held 13,260 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $245K as of Q3 2026.
Pinnacle Associates sold 623 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $11.7K.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #859 holding.
Pinnacle Associates first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
Pinnacle Associates's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $259K in Q2 2026.
141 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.