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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 – 527
2025
Q1 		$4.22K Buy
+250
New +$4.43K ﹤0.01% 359

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Invesco
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Branch Capital's SPXX Position: Q2 2025 in Review

West Branch Capital sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2025, closing a stake of 250 shares — an estimated $4.22K sold.

West Branch Capital first reported a position in SPXX in Q1 2025 and held it in 1 quarter. The position peaked at $4.22K in Q1 2025. 49 funds tracked by Wall St. Rank hold SPXX as of Q2 2025.

  • West Branch Capital reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2025 after selling out during the quarter.
  • West Branch Capital sold 250 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2025, an estimated $4.22K.
  • West Branch Capital first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2025 and held it in 1 quarter.
  • West Branch Capital's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $4.22K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.