Western Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Western Wealth Management’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	$651K	Buy	40,499 +6,286	+18%	+$110K	0.02%	569
2025 Q4	$617K	Buy	34,213 +19,811	+138%	+$349K	0.03%	465
2025 Q3	$252K	Buy	14,402 +34	+0.2%	+$610	0.01%	659
2025 Q2	$255K	Buy	+14,368	New	+$241K	0.02%	607
2024 Q4	–	Sell	-10,259	Closed	-$172K	–	749
2024 Q3	$172K	Buy	10,259 +28	+0.3%	+$459	0.01%	724
2024 Q2	$167K	Sell	10,231 -3,366	-25%	-$52.8K	0.01%	640
2024 Q1	$213K	Hold	13,597	–	–	0.02%	612
2023 Q4	$204K	Buy	13,597 +60	+0.4%	+$876	0.01%	657
2023 Q3	$201K	Sell	13,537 -3,072	-18%	-$47.2K	0.02%	617
2023 Q2	$260K	Buy	16,609 +771	+5%	+$11.9K	0.02%	542
2023 Q1	$247K	Hold	15,838	–	–	0.02%	548
2022 Q4	$255K	Sell	15,838 -15,732	-50%	-$262K	0.03%	510
2022 Q3	$475K	Buy	31,570 +6	+0%	+$96	0.03%	502
2022 Q2	$493K	Buy	31,564 +44	+0.1%	+$724	0.03%	479
2022 Q1	$566K	Buy	31,520 +15,260	+94%	+$267K	0.03%	496
2021 Q4	$302K	Buy	+16,260	New	+$291K	0.03%	470
2021 Q2	$203K	Buy	11,246 +19	+0.2%	+$333	0.02%	601
2021 Q1	$186K	Buy	+11,227	New	+$176K	0.03%	503

Other funds holding SPXX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Western Wealth Management's SPXX Position: Q1 2026 in Review

Western Wealth Management increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 18% in Q1 2026, buying an estimated $110K and bringing the position to 40,499 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #569.

Western Wealth Management first reported a position in SPXX in Q1 2021 and has held it in 18 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Western Wealth Management held 40,499 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $651K as of Q1 2026.
Western Wealth Management bought 6,286 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $110K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #569 holding.
Western Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2021 and has held it in 18 quarters since.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.