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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

World Equity Group's SPXX Position: Q2 2026 in Review

World Equity Group increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 14% in Q2 2026, buying an estimated $80.9K and bringing the position to 37,429 shares worth $698K. The position accounts for 0.16% of the portfolio, ranked #149.

World Equity Group first reported a position in SPXX in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

World Equity Group held 37,429 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $698K as of Q2 2026.
World Equity Group bought 4,568 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $80.9K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.16% of World Equity Group's portfolio in Q2 2026, its #149 holding.
World Equity Group first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2026 and has held it in 2 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.