BOLTON SECURITIES CORPORATION’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

BOLTON SECURITIES CORPORATION’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	$144K	Hold	7,770	–	–	0.01%	1009
2026 Q2	$145K	Buy	7,770 +2,671	+52%	+$47.3K	0.01%	1003
2026 Q1	$81.9K	Buy	+5,099	New	+$89.4K	﹤0.01%	1102
2025 Q3	$89.2K	Buy	+5,100	New	+$91.5K	﹤0.01%	1007
2025 Q1	$86.2K	Buy	+5,100	New	+$90.3K	0.01%	920

Other funds holding SPXX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Cypress Capital Management (Wyoming) Sheridan, Wyoming $126M AUM 27.56% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPXX Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) position steady in Q3 2026 at 7,770 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #1009.

BOLTON SECURITIES CORPORATION first reported a position in SPXX in Q1 2025 and has held it in 5 quarters since. The position peaked at $145K in Q2 2026. 184 funds tracked by Wall St. Rank hold SPXX as of Q3 2026.

BOLTON SECURITIES CORPORATION held 7,770 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $144K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its Nuveen S&P 500 Dynamic Overwrite Fund share count unchanged in Q3 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1009 holding.
BOLTON SECURITIES CORPORATION first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $145K in Q2 2026.
184 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.