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Sheaff Brock Investment Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$302K Buy
17,859
+125
+0.7% +$2.21K 0.03% 331
2024
Q4 		$315K Sell
17,734
-497
-3% -$8.54K 0.03% 325
2024
Q3 		$306K Buy
18,231
+5
+0% +$82 0.03% 330
2024
Q2 		$298K Hold
18,226
– – 0.03% 325
2024
Q1 		$286K Buy
18,226
+3
+0% +$46 0.02% 362
2023
Q4 		$274K Hold
18,223
– – 0.02% 361
2023
Q3 		$270K Hold
18,223
– – 0.02% 347
2023
Q2 		$286K Hold
18,223
– – 0.02% 358
2023
Q1 		$284K Sell
18,223
-300
-2% -$4.7K 0.03% 360
2022
Q4 		$299K Sell
18,523
-995
-5% -$16.6K 0.03% 340
2022
Q3 		$293K Sell
19,518
-353
-2% -$5.66K 0.03% 338
2022
Q2 		$311K Sell
19,871
-51
-0.3% -$840 0.03% 334
2022
Q1 		$358K Sell
19,922
-300
-1% -$5.26K 0.02% 334
2021
Q4 		$376K Buy
20,222
+90
+0.4% +$1.61K 0.03% 332
2021
Q3 		$344K Buy
20,132
+1,000
+5% +$18K 0.03% 338
2021
Q2 		$346K Hold
19,132
– – 0.02% 335
2021
Q1 		$317K Sell
19,132
-11,909
-38% -$186K 0.03% 342
2020
Q4 		$473K Buy
31,041
+25
+0.1% +$354 0.04% 245
2020
Q3 		$413K Sell
31,016
-275
-0.9% -$3.7K 0.04% 241
2020
Q2 		$402K Buy
31,291
+5,700
+22% +$72.1K 0.04% 246
2020
Q1 		$296K Sell
25,591
-2,000
-7% -$29.9K 0.04% 267
2019
Q4 		$454K Sell
27,591
-4,653
-14% -$73.9K 0.04% 261
2019
Q3 		$497K Sell
32,244
-1,190
-4% -$19.3K 0.05% 242
2019
Q2 		$528K Sell
33,434
-791
-2% -$12.4K 0.06% 234
2019
Q1 		$530K Sell
34,225
-467
-1% -$7.07K 0.06% 240
2018
Q4 		$487K Sell
34,692
-1,706
-5% -$26.4K 0.08% 229
2018
Q3 		$615K Sell
36,398
-957
-3% -$16.2K 0.06% 230
2018
Q2 		$624K Sell
37,355
-2,738
-7% -$49.5K 0.06% 221
2018
Q1 		$686K Sell
40,093
-578
-1% -$10.2K 0.07% 204
2017
Q4 		$704K Buy
40,671
+1,272
+3% +$20.8K 0.09% 203
2017
Q3 		$616K Sell
39,399
-958
-2% -$14.7K 0.08% 224
2017
Q2 		$620K Sell
40,357
-1,982
-5% -$30.5K 0.08% 236
2017
Q1 		$627K Sell
42,339
-1
-0% -$15 0.08% 243
2016
Q4 		$610K Buy
42,340
+5,385
+15% +$74.4K 0.08% 253
2016
Q3 		$509K Sell
36,955
-506
-1% -$7.02K 0.07% 268
2016
Q2 		$506K Sell
37,461
-500
-1% -$6.73K 0.06% 276
2016
Q1 		$506K Hold
37,961
– – 0.06% 288
2015
Q4 		$511K Buy
+37,961
New +$514K 0.06% 315

Other funds holding SPXX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Sheaff Brock Investment Advisors's SPXX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.7% in Q1 2025, buying an estimated $2.21K and bringing the position to 17,859 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #331.

Sheaff Brock Investment Advisors first reported a position in SPXX in Q4 2015 and has held it in 38 quarters since. The position peaked at $704K in Q4 2017. 51 funds tracked by Wall St. Rank hold SPXX as of Q1 2025.

  • Sheaff Brock Investment Advisors held 17,859 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $302K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 125 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2025, an estimated $2.21K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #331 holding.
  • Sheaff Brock Investment Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $704K in Q4 2017.
  • 51 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.