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SageView Advisory Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-663
Closed -$12K – 2179
2025
Q4 		$12K Buy
+663
New +$11.7K ﹤0.01% 1648

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
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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 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

SageView Advisory Group's SPXX Position: Q1 2026 in Review

SageView Advisory Group sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026, closing a stake of 663 shares — an estimated $12K sold.

SageView Advisory Group first reported a position in SPXX in Q4 2025 and held it in 1 quarter. The position peaked at $12K in Q4 2025. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • SageView Advisory Group reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 663 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $12K.
  • SageView Advisory Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $12K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.