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Sage Capital Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Sage Capital Management’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 		$3.11M Sell
166,576
-30,925
-16% -$548K 1.21% 22
2026
Q1 		$3.17M Buy
+197,501
New +$3.46M 1.49% 17

Other funds holding SPXX

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sage Capital Management's SPXX Position: Q2 2026 in Review

Sage Capital Management reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 16% in Q2 2026, selling an estimated $548K and leaving 166,576 shares worth $3.11M. The position accounts for 1.21% of the portfolio, ranked #22.

Sage Capital Management first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.17M in Q1 2026. 76 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Sage Capital Management held 166,576 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $3.11M as of Q2 2026.
  • Sage Capital Management sold 30,925 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $548K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 1.21% of Sage Capital Management's portfolio in Q2 2026, its #22 holding.
  • Sage Capital Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • Sage Capital Management's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $3.17M in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.