World Equity Group
SPXX icon

World Equity Group’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

World Equity 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
Q3 		$814K Buy
44,050
+6,621
+18% +$124K 0.34% 62
2026
Q2 		$698K Buy
37,429
+4,568
+14% +$80.9K 0.16% 149
2026
Q1 		$528K Buy
+32,861
New +$576K 0.14% 185

Other funds holding SPXX

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return
Forteris Wealth Management
Forteris Wealth Management Armonk, New York $121M AUM 26.76% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

World Equity Group's SPXX Position: Q3 2026 in Review

World Equity Group increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 18% in Q3 2026, buying an estimated $124K and bringing the position to 44,050 shares worth $814K. The position accounts for 0.34% of the portfolio, ranked #62.

World Equity Group first reported a position in SPXX in Q1 2026 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

  • World Equity Group held 44,050 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $814K as of Q3 2026.
  • World Equity Group bought 6,621 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q3 2026, an estimated $124K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.34% of World Equity Group's portfolio in Q3 2026, its #62 holding.
  • World Equity Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.