Truist Financial
SPXX icon

Truist Financial’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Truist Financial’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 		$979K Buy
60,930
+42,471
+230% +$745K ﹤0.01% 1720
2025
Q4 		$333K Buy
18,459
+162
+0.9% +$2.85K ﹤0.01% 2267
2025
Q3 		$320K Sell
18,297
-749
-4% -$13.4K ﹤0.01% 2269
2025
Q2 		$338K Buy
19,046
+1,061
+6% +$17.8K ﹤0.01% 2151
2025
Q1 		$304K Buy
17,985
+81
+0.5% +$1.43K ﹤0.01% 2141
2024
Q4 		$318K Sell
17,904
-98
-0.5% -$1.68K ﹤0.01% 2127
2024
Q3 		$302K Buy
18,002
+2,076
+13% +$34K ﹤0.01% 2124
2024
Q2 		$260K Sell
15,926
-146
-0.9% -$2.29K ﹤0.01% 2373
2024
Q1 		$252K Sell
16,072
-210
-1% -$3.21K ﹤0.01% 2377
2023
Q4 		$245K Buy
16,282
+32
+0.2% +$467 ﹤0.01% 2418
2023
Q3 		$241K Sell
16,250
-8,484
-34% -$130K ﹤0.01% 2369
2023
Q2 		$388K Buy
24,734
+16
+0.1% +$247 ﹤0.01% 2112
2023
Q1 		$385K Sell
24,718
-1,452
-6% -$22.7K ﹤0.01% 2129
2022
Q4 		$422K Sell
26,170
-137
-0.5% -$2.28K ﹤0.01% 2075
2022
Q3 		$395K Buy
26,307
+5,963
+29% +$95.6K ﹤0.01% 1942
2022
Q2 		$319K Hold
20,344
– – ﹤0.01% 2173
2022
Q1 		$366K Hold
20,344
– – ﹤0.01% 2185
2021
Q4 		$378K Sell
20,344
-2,601
-11% -$46.5K ﹤0.01% 2202
2021
Q3 		$392K Hold
22,945
– – ﹤0.01% 2156
2021
Q2 		$416K Hold
22,945
– – ﹤0.01% 2190
2021
Q1 		$379K Hold
22,945
– – ﹤0.01% 2140
2020
Q4 		$350K Buy
22,945
+10,367
+82% +$147K ﹤0.01% 2059
2020
Q3 		$168K Hold
12,578
– – ﹤0.01% 2294
2020
Q2 		$161K Buy
12,578
+40
+0.3% +$506 ﹤0.01% 2233
2020
Q1 		$145K Sell
12,538
-76
-0.6% -$1.14K ﹤0.01% 2197
2019
Q4 		$208K Buy
+12,614
New +$200K ﹤0.01% 2335

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
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
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

Truist Financial's SPXX Position: Q1 2026 in Review

Truist Financial increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 230% in Q1 2026, buying an estimated $745K and bringing the position to 60,930 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Truist Financial first reported a position in SPXX in Q4 2019 and has held it in 26 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • Truist Financial held 60,930 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $979K as of Q1 2026.
  • Truist Financial bought 42,471 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $745K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1720 holding.
  • Truist Financial first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2019 and has held it in 26 quarters since.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.