Shulman DeMeo Asset Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Shulman DeMeo Asset 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	$2.82M	Sell	151,552 -6,168	-4%	-$109K	0.53%	18
2026 Q1	$2.53M	Buy	157,720 +111,592	+242%	+$1.96M	0.54%	17
2025 Q4	$832K	Sell	46,128 -605	-1%	-$10.7K	0.19%	38
2025 Q3	$817K	Sell	46,733 -51	-0.1%	-$915	0.19%	40
2025 Q2	$830K	Sell	46,784 -75	-0.2%	-$1.26K	0.21%	36
2025 Q1	$792K	Sell	46,859 -223	-0.5%	-$3.95K	0.22%	39
2024 Q4	$836K	Sell	47,082 -40	-0.1%	-$687	0.23%	36
2024 Q3	$791K	Sell	47,122 -37	-0.1%	-$606	0.19%	43
2024 Q2	$770K	Sell	47,159 -55	-0.1%	-$862	0.2%	40
2024 Q1	$740K	Sell	47,214 -208	-0.4%	-$3.18K	0.2%	42
2023 Q4	$713K	Sell	47,422 -281	-0.6%	-$4.1K	0.2%	41
2023 Q3	$707K	Sell	47,703 -41	-0.1%	-$630	0.24%	39
2023 Q2	$749K	Sell	47,744 -294	-0.6%	-$4.54K	0.22%	39
2023 Q1	$748K	Sell	48,038 -317	-0.7%	-$4.96K	0.24%	42
2022 Q4	$779K	Sell	48,355 -431	-0.9%	-$7.17K	0.26%	38
2022 Q3	$732K	Sell	48,786 -229	-0.5%	-$3.67K	0.26%	36
2022 Q2	$768K	Sell	49,015 -306	-0.6%	-$5.04K	0.25%	39
2022 Q1	$886K	Sell	49,321 -3,296	-6%	-$57.8K	0.25%	40
2021 Q4	$979K	Buy	+52,617	New	+$941K	0.26%	40
2021 Q3	–	Sell	-54,302	Closed	-$983K	–	126
2021 Q2	$983K	Sell	54,302 -1,194	-2%	-$20.9K	0.38%	19
2021 Q1	$917K	Sell	55,496 -3,483	-6%	-$54.5K	0.25%	46
2020 Q4	$899K	Sell	58,979 -2,476	-4%	-$35K	0.26%	44
2020 Q3	$819K	Buy	61,455 +41	+0.1%	+$552	0.27%	39
2020 Q2	$789K	Sell	61,414 -490	-0.8%	-$6.2K	0.31%	37
2020 Q1	$717K	Sell	61,904 -1,919	-3%	-$28.7K	0.33%	36
2019 Q4	$1.05M	Sell	63,823 -266	-0.4%	-$4.23K	0.36%	32
2019 Q3	$987K	Sell	64,089 -466	-0.7%	-$7.58K	0.33%	35
2019 Q2	$1.02M	Buy	64,555 +44	+0.1%	+$689	0.38%	31
2019 Q1	$999K	Sell	64,511 -962	-1%	-$14.6K	0.38%	29
2018 Q4	$919K	Buy	+65,473	New	+$1.01M	0.51%	19

Other funds holding SPXX

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

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Shulman DeMeo Asset Management's SPXX Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 3.9% in Q2 2026, selling an estimated $109K and leaving 151,552 shares worth $2.82M. The position accounts for 0.53% of the portfolio, ranked #18.

Shulman DeMeo Asset Management first reported a position in SPXX in Q4 2018 and has held it in 30 quarters since. 41 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Shulman DeMeo Asset Management held 151,552 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $2.82M as of Q2 2026.
Shulman DeMeo Asset Management sold 6,168 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $109K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.53% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #18 holding.
Shulman DeMeo Asset Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2018 and has held it in 30 quarters since.
41 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.