WBC
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West Branch Capital’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

West Branch Capital’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
2025
Q2 		– Sell
-250
Closed -$4.22K – 528
2025
Q1 		$4.22K Buy
+250
New +$4.43K ﹤0.01% 359

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Invesco
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LPL Financial
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Morgan Stanley
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GC
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return