Sunbelt Securities’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Sunbelt Securities’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	$28.6K	Buy	+1,780	New	+$31.2K	﹤0.01%	1191
2020 Q1	–	Sell	-12,500	Closed	-$206K	–	619
2019 Q4	$206K	Hold	12,500	–	–	0.02%	534
2019 Q3	$192K	Buy	+12,500	New	+$203K	0.02%	522

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

Sunbelt Securities's SPXX Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 1,780 shares worth $28.6K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in SPXX as recently as Q4 2019.

Sunbelt Securities first reported a position in SPXX in Q3 2019 and has held it in 3 quarters since. The position peaked at $206K in Q4 2019. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Sunbelt Securities held 1,780 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $28.6K as of Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Sunbelt Securities position in Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1191 holding.
Sunbelt Securities first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q3 2019 and has held it in 3 quarters since.
Sunbelt Securities's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $206K in Q4 2019.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.