Nuveen S&P 500 Dynamic Overwrite Fund
US ˙ NYSE ˙ US6706EW1000

SecuritySPXX / Nuveen S&P 500 Dynamic Overwrite Fund
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership38,104 shares
Latest Disclosed Value $ 612,331
IFP Advisors, Inc reports 31.67% increase in ownership of SPXX / Nuveen S&P 500 Dynamic Overwrite Fund

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 38,104 shares of Nuveen S&P 500 Dynamic Overwrite Fund (US:SPXX) valued at $612,331 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 28,940 shares of Nuveen S&P 500 Dynamic Overwrite Fund. This represents a change in shares of 31.67% during the quarter. The current value of the position is $699,589 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F NUVEEN S&P 500 DYNAMIC OVERW mf 6706EW100 38,104 9,164 31.67 612 17.24 0.0127
2026-02-06 2025-12-31 13F NUVEEN S&P 500 DYNAMIC OVERW mf 6706EW100 28,940 -660 -2.23 522 0.97 0.0117
2026-02-06 2025-09-30 13F/A-1 NUVEEN S&P 500 DYNAMIC OVERWCOM mf 6706EW100 29,600 -140 -0.47 518 -1.90 0.0134
2025-12-02 2025-09-30 13F NUVEEN S&P 500 DYNAMIC OVERWCOM mf 6706EW100 29,600 -140 518 0.0134
2025-07-24 2025-06-30 13F NUVEEN S&P 500 DYNAMIC OVERW mf 6706EW100 29,740 8,810 42.09 528 49.29 0.0150
2025-05-05 2025-03-31 13F NUVEEN S&P 500 DYNAMIC OVERW mf 6706EW100 20,930 19,930 1,993.00 354 1,976.47 0.0109
2025-02-04 2024-12-31 13F NUVEEN S&P 500 DYNAMIC OVERW mf 6706EW100 1,000 0 0.00 18 6.25 0.0006
2025-02-04 2024-09-30 13F NUVEEN S&P 500 DYNAMIC OVERW mf 6706EW100 1,000 0 0.00 17 0.00 0.0006
2024-07-30 2024-06-30 13F NUVEEN S&P 500 DYNAMIC OVERW mf 6706EW100 1,000 1,000 16 0.0006
2023-04-18 2023-03-31 13F NUVEEN S&P 500 DYNAMIC OVERW mf 6706EW100 0 -500 -100.00 0 0.0000
2023-02-07 2022-12-31 13F NUVEEN S&P 500 DYNAMIC OVERW mf 6706EW100 500 500 0 0.0002
2019-06-03 2018-12-31 13F/A-10 NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 0 -500 -100.00 0 -100.00
2019-06-03 2018-09-30 13F/A-9 NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 0.00 8 0.00 0.0003
2018-10-25 2018-09-30 13F NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 8 0.0003
2019-06-03 2018-06-30 13F/A-8 NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 0.00 8 -11.11 0.0003
2018-08-07 2018-06-30 13F NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 8
2019-06-03 2018-03-31 13F/A-7 NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 0.00 9 0.00 0.0004
2018-05-09 2018-03-31 13F NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 9
2019-06-03 2017-12-31 13F/A-6 NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 0.00 9 12.50 0.0004
2018-01-24 2017-12-31 13F NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 9
2017-10-30 2017-09-30 13F NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 0.00 8 0.00 0.0003
2019-06-03 2017-06-30 13F/A-5 NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 0.00 8 14.29 0.0003
2017-07-31 2017-06-30 13F NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 8
2019-06-03 2017-03-31 13F/A-4 NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 0.00 7 0.00 0.0003
2017-04-26 2017-03-31 13F NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 0 7
2019-06-03 2016-12-31 13F/A-3 NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 65 14.94 7 16.67 0.0003
2017-02-14 2016-12-31 13F NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 500 65 7
2016-11-04 2016-09-30 13F NUVEEN S&P 500 DYN OVERWRITE COM CEF 6706EW100 435 435 6 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.