Triumph Capital Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$284K Hold
15,215
0.05% 310
2026
Q1
$245K Buy
+15,215
New +$267K 0.05% 302

Other funds holding SPXX

Triumph Capital Management's SPXX Position: Q2 2026 in Review

Triumph Capital Management held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q2 2026 at 15,215 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #310.

Triumph Capital Management first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Triumph Capital Management held 15,215 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $284K as of Q2 2026.
  • Triumph Capital Management left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q2 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.05% of Triumph Capital Management's portfolio in Q2 2026, its #310 holding.
  • Triumph Capital Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.