SHP Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

SHP Wealth 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 Q1	$1.49K	Buy	+93	New	+$1.63K	﹤0.01%	1365

Other funds holding SPXX

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SHP Wealth Management's SPXX Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 93 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #1365 among its holdings.

227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

SHP Wealth Management held 93 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.49K as of Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new SHP Wealth Management position in Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1365 holding.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.