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

Pinnacle Bancorp’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	$1.78K	Hold	96	–	–	﹤0.01%	902
2026 Q2	$1.79K	Hold	96	–	–	﹤0.01%	901
2026 Q1	$1.54K	Buy	+96	New	+$1.68K	﹤0.01%	871
2021 Q3	–	Sell	-1,800	Closed	-$33K	–	760
2021 Q2	$33K	Hold	1,800	–	–	0.02%	416
2021 Q1	$30K	Hold	1,800	–	–	0.01%	419
2020 Q4	$27K	Hold	1,800	–	–	0.02%	423
2020 Q3	$24K	Hold	1,800	–	–	0.02%	418
2020 Q2	$23K	Hold	1,800	–	–	0.02%	405
2020 Q1	$21K	Hold	1,800	–	–	0.02%	388
2019 Q4	$30K	Hold	1,800	–	–	0.02%	377
2019 Q3	$28K	Hold	1,800	–	–	0.02%	394
2019 Q2	$28K	Hold	1,800	–	–	0.02%	393
2019 Q1	$28K	Hold	1,800	–	–	0.02%	387
2018 Q4	$25K	Buy	+1,800	New	+$27.9K	0.02%	389

Other funds holding SPXX

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

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return

Forteris Wealth Management Armonk, New York $121M AUM 26.76% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Pinnacle Bancorp's SPXX Position: Q3 2026 in Review

Pinnacle Bancorp held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q3 2026 at 96 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Pinnacle Bancorp first reported a position in SPXX in Q4 2018 and has held it in 14 quarters since. The position peaked at $33K in Q2 2021. 57 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

Pinnacle Bancorp held 96 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.78K as of Q3 2026.
Pinnacle Bancorp left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q3 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #902 holding.
Pinnacle Bancorp first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2018 and has held it in 14 quarters since.
Pinnacle Bancorp's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $33K in Q2 2021.
57 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.