Pinnacle Wealth Planning Services
SPXX icon

Pinnacle Wealth Planning Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Pinnacle Wealth Planning Services’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 		$78.6K Sell
4,253
-749
-15% -$14.1K 0.01% 1013
2026
Q2 		$93.2K Sell
5,002
-13
-0.3% -$230 0.01% 911
2026
Q1 		$80.6K Buy
+5,015
New +$88K 0.01% 927

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's SPXX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 15% in Q3 2026, selling an estimated $14.1K and leaving 4,253 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #1013.

Pinnacle Wealth Planning Services first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. The position peaked at $93.2K in Q2 2026. 206 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 4,253 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $78.6K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 749 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $14.1K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1013 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $93.2K in Q2 2026.
  • 206 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.