Raymond James Financial
SPXX icon

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
Q2 		$33.3M Sell
1,786,820
-49,393
-3% -$875K 0.01% 1200
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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial's SPXX Position: Q2 2026 in Review

Raymond James Financial reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 2.7% in Q2 2026, selling an estimated $875K and leaving 1,786,820 shares worth $33.3M. The position accounts for 0.01% of the portfolio, ranked #1200.

Raymond James Financial first reported a position in SPXX in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Raymond James Financial held 1,786,820 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $33.3M as of Q2 2026.
  • Raymond James Financial sold 49,393 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $875K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1200 holding.
  • Raymond James Financial first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2024 and has held it in 7 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.