PFS
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Prospera Financial Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Prospera Financial 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
Q2 		$1.9M Buy
101,811
+2,858
+3% +$50.6K 0.03% 533
2026
Q1 		$1.59M Buy
+98,953
New +$1.74M 0.03% 558
2025
Q4 		– Sell
-12,400
Closed -$217K – 1438
2025
Q3 		$217K Sell
12,400
-2,000
-14% -$35.9K ﹤0.01% 1277
2025
Q2 		$255K Hold
14,400
– – ﹤0.01% 1167
2025
Q1 		$243K Hold
14,400
– – 0.01% 1060
2024
Q4 		$256K Sell
14,400
-1,450
-9% -$24.9K 0.01% 992
2024
Q3 		$266K Buy
15,850
+1,138
+8% +$18.6K 0.01% 960
2024
Q2 		$240K Buy
+14,712
New +$231K 0.01% 1003

Other funds holding SPXX

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Prospera Financial Services's SPXX Position: Q2 2026 in Review

Prospera Financial Services increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 2.9% in Q2 2026, buying an estimated $50.6K and bringing the position to 101,811 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #533.

Prospera Financial Services first reported a position in SPXX in Q2 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Prospera Financial Services held 101,811 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.9M as of Q2 2026.
  • Prospera Financial Services bought 2,858 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $50.6K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #533 holding.
  • Prospera Financial Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2024 and has held it in 8 quarters since.
  • 31 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.