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

Smallwood Wealth Investment 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	$86K	Buy	4,611 +12	+0.3%	+$213	0.04%	155
2026 Q1	$73.9K	Buy	4,599 +4,057	+749%	+$71.2K	0.04%	143
2025 Q4	$9.79K	Buy	542 +20	+4%	+$352	0.01%	315
2025 Q3	$9.14K	Sell	522 -250	-32%	-$4.49K	﹤0.01%	324
2025 Q2	$13.7K	Buy	772 +15	+2%	+$252	0.01%	286
2025 Q1	$12.8K	Buy	+757	New	+$13.4K	0.01%	290

Other funds holding SPXX

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 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

Smallwood Wealth Investment Management's SPXX Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.26% in Q2 2026, buying an estimated $213 and bringing the position to 4,611 shares worth $86K. The position accounts for 0.04% of the portfolio, ranked #155.

Smallwood Wealth Investment Management first reported a position in SPXX in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Smallwood Wealth Investment Management held 4,611 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $86K as of Q2 2026.
Smallwood Wealth Investment Management bought 12 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $213.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.04% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #155 holding.
Smallwood Wealth Investment Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2025 and has held it in 6 quarters since.
91 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.