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Sound Income Strategies’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Sound Income Strategies’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 		– Sell
-677
Closed -$11K – 2143
2026
Q1 		$11K Buy
677
+96
+17% +$1.68K ﹤0.01% 1455
2025
Q4 		$10.5K Buy
+581
New +$10.2K ﹤0.01% 1441

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Sound Income Strategies's SPXX Position: Q2 2026 in Review

Sound Income Strategies sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026, closing a stake of 677 shares — an estimated $11K sold.

Sound Income Strategies first reported a position in SPXX in Q4 2025 and held it in 2 quarters. The position peaked at $11K in Q1 2026. 195 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Sound Income Strategies reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 677 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $11K.
  • Sound Income Strategies first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $11K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.