VIPI
SPXX icon

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

Vista Investment Partners II’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 		$230K Sell
12,339
-2
-0% -$35 0.09% 143
2026
Q1 		$198K Buy
+12,341
New +$216K 0.09% 147

Other funds holding SPXX

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Vista Investment Partners II's SPXX Position: Q2 2026 in Review

Vista Investment Partners II reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.02% in Q2 2026, selling an estimated $35 and leaving 12,339 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #143.

Vista Investment Partners II first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Vista Investment Partners II held 12,339 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $230K as of Q2 2026.
  • Vista Investment Partners II sold 2 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $35.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.09% of Vista Investment Partners II's portfolio in Q2 2026, its #143 holding.
  • Vista Investment Partners II first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.