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Puff Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Puff Wealth Management’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 		$789K Sell
42,686
-8,578
-17% -$161K 0.75% 36
2026
Q2 		$956K Buy
+51,264
New +$908K 0.97% 30

Other funds holding SPXX

SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Puff Wealth Management's SPXX Position: Q3 2026 in Review

Puff Wealth Management reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 17% in Q3 2026, selling an estimated $161K and leaving 42,686 shares worth $789K. The position accounts for 0.75% of the portfolio, ranked #36.

Puff Wealth Management first reported a position in SPXX in Q2 2026 and has held it in 2 quarters since. The position peaked at $956K in Q2 2026. 11 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • Puff Wealth Management held 42,686 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $789K as of Q3 2026.
  • Puff Wealth Management sold 8,578 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $161K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.75% of Puff Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Puff Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2026 and has held it in 2 quarters since.
  • Puff Wealth Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $956K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.