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Rothschild Investment LLC’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Rothschild Investment LLC’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 		$10.8K Hold
581
– – ﹤0.01% 1840
2026
Q1 		$9.34K Buy
+581
New +$10.2K ﹤0.01% 1720

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Invesco
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Allspring Global Investments
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UBS Group
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Raymond James Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
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Rothschild Investment LLC's SPXX Position: Q2 2026 in Review

Rothschild Investment LLC held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2026 at 581 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Rothschild Investment LLC first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Rothschild Investment LLC held 581 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $10.8K as of Q2 2026.
  • Rothschild Investment LLC left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1840 holding.
  • Rothschild Investment LLC first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.