PMG Family Office’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

PMG Family Office’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	$2.13M	Buy	111,852 +425	+0.4%	+$7.53K	1.97%	12
2026 Q1	$1.81M	Buy	111,427 +66,550	+148%	+$1.17M	2.02%	12
2025 Q4	$810K	Buy	44,877 +240	+0.5%	+$4.22K	0.94%	43
2025 Q3	$796K	Buy	+44,637	New	+$801K	0.89%	44

Other funds holding SPXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PMG Family Office's SPXX Position: Q2 2026 in Review

PMG Family Office increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.38% in Q2 2026, buying an estimated $7.53K and bringing the position to 111,852 shares worth $2.13M. The position accounts for 1.97% of the portfolio, ranked #12.

PMG Family Office first reported a position in SPXX in Q3 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

PMG Family Office held 111,852 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $2.13M as of Q2 2026.
PMG Family Office bought 425 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $7.53K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 1.97% of PMG Family Office's portfolio in Q2 2026, its #12 holding.
PMG Family Office first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2025 and has held it in 4 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.