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
2025 Q4	$12K	Buy	+663	New	+$11.7K	﹤0.01%	1648

Other funds holding SPXX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SageView Advisory Group's SPXX Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q4 2025: 663 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1648 among its holdings.

60 funds tracked by Wall St. Rank hold SPXX as of Q4 2025.

SageView Advisory Group held 663 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $12K as of Q4 2025.
Nuveen S&P 500 Dynamic Overwrite Fund was a new SageView Advisory Group position in Q4 2025.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1648 holding.
60 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.