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

Turner Financial Group’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	$611K	Buy	+32,791	New	+$581K	0.61%	35

Other funds holding SPXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Turner Financial Group's SPXX Position: Q2 2026 in Review

Turner Financial Group opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2026: 32,791 shares worth $611K. The stake represents 0.61% of the portfolio and ranks #35 among its holdings.

217 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Turner Financial Group held 32,791 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $611K as of Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Turner Financial Group position in Q2 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.61% of Turner Financial Group's portfolio in Q2 2026, its #35 holding.
217 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Turner Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.