Steward Partners Investment Advisory’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Steward Partners Investment Advisory’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	$732K	Buy	45,572 +43,847	+2,542%	+$769K	﹤0.01%	1319
2025 Q4	$31.1K	Hold	1,725	–	–	﹤0.01%	2928
2025 Q3	$30.2K	Sell	1,725 -3,500	-67%	-$62.8K	﹤0.01%	2889
2025 Q2	$92.7K	Sell	5,225 -250	-5%	-$4.2K	﹤0.01%	2155
2025 Q1	$92.5K	Hold	5,475	–	–	﹤0.01%	2056
2024 Q4	$97.2K	Hold	5,475	–	–	﹤0.01%	2000
2024 Q3	$91.9K	Hold	5,475	–	–	﹤0.01%	1920
2024 Q2	$89.4K	Hold	5,475	–	–	﹤0.01%	1834
2024 Q1	$85.8K	Hold	5,475	–	–	﹤0.01%	1845
2023 Q4	$82.3K	Buy	5,475 +250	+5%	+$3.65K	﹤0.01%	1771
2023 Q3	$77.4K	Sell	5,225 -18,950	-78%	-$291K	﹤0.01%	1698
2023 Q2	$379K	Buy	24,175 +400	+2%	+$6.18K	0.01%	1039
2023 Q1	$370K	Sell	23,775 -7,786	-25%	-$122K	0.01%	1034
2022 Q4	$509K	Buy	31,561 +18,684	+145%	+$311K	0.01%	902
2022 Q3	$193K	Hold	12,877	–	–	﹤0.01%	1216
2022 Q2	$202K	Hold	12,877	–	–	﹤0.01%	1203
2022 Q1	$231K	Hold	12,877	–	–	﹤0.01%	1242
2021 Q4	$240K	Hold	12,877	–	–	﹤0.01%	1235
2021 Q3	$220K	Buy	12,877 +1,170	+10%	+$21.1K	﹤0.01%	1238
2021 Q2	$212K	Buy	11,707 +1,636	+16%	+$28.7K	﹤0.01%	1496
2021 Q1	$166K	Buy	10,071 +461	+5%	+$7.21K	﹤0.01%	1378
2020 Q4	$146K	Hold	9,610	–	–	﹤0.01%	1203
2020 Q3	$128K	Buy	9,610 +3,135	+48%	+$42.2K	﹤0.01%	1122
2020 Q2	$83K	Hold	6,475	–	–	﹤0.01%	1224
2020 Q1	$74K	Hold	6,475	–	–	﹤0.01%	1113
2019 Q4	$106K	Hold	6,475	–	–	﹤0.01%	1115
2019 Q3	$99K	Hold	6,475	–	–	﹤0.01%	1097
2019 Q2	$102K	Buy	+6,475	New	+$101K	﹤0.01%	1049
2018 Q4	–	Sell	-2,568	Closed	-$43K	–	1967
2018 Q3	$43K	Buy	2,568 +1,475	+135%	+$25K	﹤0.01%	1267
2018 Q2	$18K	Hold	1,093	–	–	﹤0.01%	1513
2018 Q1	$18K	Hold	1,093	–	–	﹤0.01%	1381
2017 Q4	$18K	Hold	1,093	–	–	﹤0.01%	1168
2017 Q3	$17K	Hold	1,093	–	–	﹤0.01%	987
2017 Q2	$16K	Buy	+1,093	New	+$16.8K	﹤0.01%	934

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 $377B AUM 19.32% 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 13% 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

Steward Partners Investment Advisory's SPXX Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 2,542% in Q1 2026, buying an estimated $769K and bringing the position to 45,572 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Steward Partners Investment Advisory first reported a position in SPXX in Q2 2017 and has held it in 34 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Steward Partners Investment Advisory held 45,572 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $732K as of Q1 2026.
Steward Partners Investment Advisory bought 43,847 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $769K.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1319 holding.
Steward Partners Investment Advisory first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2017 and has held it in 34 quarters since.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.