RIS
SPXX icon

Richmond Investment Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Richmond Investment 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 		$859K Sell
46,104
-42,948
-48% -$761K 0.27% 52
2026
Q1 		$1.43M Buy
+89,052
New +$1.56M 0.23% 70

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Richmond Investment Services's SPXX Position: Q2 2026 in Review

Richmond Investment Services reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 48% in Q2 2026, selling an estimated $761K and leaving 46,104 shares worth $859K. The position accounts for 0.27% of the portfolio, ranked #52.

Richmond Investment Services first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.43M in Q1 2026. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Richmond Investment Services held 46,104 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $859K as of Q2 2026.
  • Richmond Investment Services sold 42,948 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $761K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.27% of Richmond Investment Services's portfolio in Q2 2026, its #52 holding.
  • Richmond Investment Services first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • Richmond Investment Services's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $1.43M in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.