Root Financial Partners’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Root Financial Partners’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	$7.71K	Buy	+417	New	+$7.84K	﹤0.01%	2041

Other funds holding SPXX

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Root Financial Partners's SPXX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q3 2026: 417 shares worth $7.71K. The stake represents ﹤0.01% of the portfolio and ranks #2041 among its holdings.

206 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

Root Financial Partners held 417 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $7.71K as of Q3 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Root Financial Partners position in Q3 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2041 holding.
206 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.