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Private Advisor Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Private Advisor Group’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
Q1 		$1.48M Buy
92,005
+60,649
+193% +$1.06M 0.01% 1191
2025
Q4 		$566K Sell
31,356
-6,880
-18% -$121K ﹤0.01% 1747
2025
Q3 		$669K Sell
38,236
-1,040
-3% -$18.7K ﹤0.01% 1611
2025
Q2 		$697K Buy
39,276
+885
+2% +$14.9K ﹤0.01% 1507
2025
Q1 		$649K Sell
38,391
-4,905
-11% -$86.9K ﹤0.01% 1478
2024
Q4 		$769K Sell
43,296
-4,487
-9% -$77.1K ﹤0.01% 1353
2024
Q3 		$802K Buy
47,783
+807
+2% +$13.2K 0.01% 1351
2024
Q2 		$767K Sell
46,976
-765
-2% -$12K 0.01% 1326
2024
Q1 		$748K Buy
47,741
+10,210
+27% +$156K 0.01% 1304
2023
Q4 		$564K Buy
37,531
+3,700
+11% +$54K ﹤0.01% 1385
2023
Q3 		$501K Sell
33,831
-2,700
-7% -$41.5K ﹤0.01% 1371
2023
Q2 		$573K Buy
36,531
+10,470
+40% +$162K 0.01% 1311
2023
Q1 		$406K Buy
26,061
+305
+1% +$4.78K ﹤0.01% 1418
2022
Q4 		$415 Buy
25,756
+1,430
+6% +$23.8K ﹤0.01% 1411
2022
Q3 		$365K Buy
24,326
+8,750
+56% +$140K ﹤0.01% 1380
2022
Q2 		$244K Buy
15,576
+3,720
+31% +$61.2K ﹤0.01% 1744
2022
Q1 		$213K Sell
11,856
-1,280
-10% -$22.4K ﹤0.01% 1862
2021
Q4 		$244K Sell
13,136
-220
-2% -$3.93K ﹤0.01% 1834
2021
Q3 		$228K Sell
13,356
-200
-1% -$3.61K ﹤0.01% 1820
2021
Q2 		$245K Hold
13,556
– – ﹤0.01% 1738
2021
Q1 		$224K Sell
13,556
-400
-3% -$6.26K ﹤0.01% 1685
2020
Q4 		$213K Sell
13,956
-16,318
-54% -$231K ﹤0.01% 1600
2020
Q3 		$403K Sell
30,274
-15,612
-34% -$210K 0.01% 1144
2020
Q2 		$589K Sell
45,886
-44,250
-49% -$559K 0.01% 953
2020
Q1 		$1.04M Sell
90,136
-128,127
-59% -$1.91M 0.02% 642
2019
Q4 		$3.6M Buy
218,263
+12,245
+6% +$195K 0.06% 356
2019
Q3 		$3.17M Buy
206,018
+22,550
+12% +$367K 0.05% 388
2019
Q2 		$2.9M Buy
183,468
+163,465
+817% +$2.56M 0.05% 370
2019
Q1 		$310K Buy
20,003
+1,380
+7% +$20.9K 0.01% 1180
2018
Q4 		$261K Sell
18,623
-1,915
-9% -$29.7K 0.01% 1073
2018
Q3 		$347K Buy
+20,538
New +$348K 0.01% 1156
2018
Q2 		– Sell
-11,630
Closed -$199K – 1438
2018
Q1 		$199K Buy
+11,630
New +$206K 0.01% 1057
2017
Q4 		– Sell
-26,965
Closed -$423K – 1387
2017
Q3 		$423K Sell
26,965
-720
-3% -$11.1K 0.01% 972
2017
Q2 		$423K Buy
27,685
+400
+1% +$6.16K 0.01% 908
2017
Q1 		$405K Buy
27,285
+9,975
+58% +$148K 0.01% 930
2016
Q4 		$251K Buy
+17,310
New +$239K 0.01% 1034

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Private Advisor Group's SPXX Position: Q1 2026 in Review

Private Advisor Group increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 193% in Q1 2026, buying an estimated $1.06M and bringing the position to 92,005 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #1191.

Private Advisor Group first reported a position in SPXX in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.6M in Q4 2019. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • Private Advisor Group held 92,005 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.48M as of Q1 2026.
  • Private Advisor Group bought 60,649 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $1.06M.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1191 holding.
  • Private Advisor Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2016 and has held it in 36 quarters since.
  • Private Advisor Group's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $3.6M in Q4 2019.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.