Raymond James Financial
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Raymond James Financial’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Raymond James Financial’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 		$29.5M Buy
1,836,213
+1,489,067
+429% +$26.1M 0.01% 1203
2025
Q4 		$6.26M Buy
347,146
+1,337
+0.4% +$23.5K ﹤0.01% 2326
2025
Q3 		$6.05M Buy
345,809
+1,564
+0.5% +$28.1K ﹤0.01% 2334
2025
Q2 		$6.11M Sell
344,245
-6,924
-2% -$116K ﹤0.01% 2234
2025
Q1 		$5.93M Buy
351,169
+16,967
+5% +$300K ﹤0.01% 2217
2024
Q4 		$5.93M Buy
+334,202
New +$5.74M ﹤0.01% 2210

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial's SPXX Position: Q1 2026 in Review

Raymond James Financial increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 429% in Q1 2026, buying an estimated $26.1M and bringing the position to 1,836,213 shares worth $29.5M. The position accounts for 0.01% of the portfolio, ranked #1203.

Raymond James Financial first reported a position in SPXX in Q4 2024 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • Raymond James Financial held 1,836,213 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $29.5M as of Q1 2026.
  • Raymond James Financial bought 1,489,067 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $26.1M.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1203 holding.
  • Raymond James Financial first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2024 and has held it in 6 quarters since.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.