SOA Wealth Advisors
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SOA Wealth Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

SOA Wealth 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
2026
Q3 		$21.6K Buy
1,167
+25
+2% +$470 ﹤0.01% 505
2026
Q2 		$21.3K Hold
1,142
– – ﹤0.01% 510
2026
Q1 		$18.4K Buy
+1,142
New +$20K ﹤0.01% 509

Other funds holding SPXX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
GatePass Capital
GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Cypress Capital Management (Wyoming)
Cypress Capital Management (Wyoming) Sheridan, Wyoming $126M AUM 27.56% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

SOA Wealth Advisors's SPXX Position: Q3 2026 in Review

SOA Wealth Advisors increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 2.2% in Q3 2026, buying an estimated $470 and bringing the position to 1,167 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

SOA Wealth Advisors first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • SOA Wealth Advisors held 1,167 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $21.6K as of Q3 2026.
  • SOA Wealth Advisors bought 25 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $470.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #505 holding.
  • SOA Wealth Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.