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Blake Schutter Theil Wealth Advisors, LLC → SPXX

Blake Schutter Theil Wealth Advisors, LLC SPXX Position History

Nuveen S&P 500 Dynamic Overwrite Fund • Financial Services

Quarters held
3
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$922K
Q2 2026$1.1M
Q3 2026$1.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.1M57.0K——
Q2 2026$1.1M57.4K——
Q1 2026$922K57.4K——

Other funds holding SPXX

Other Blake Schutter Theil Wealth Advisors, LLC positions

FIS

FIDELITY COVINGTON TRUST

$19.6M
FIS

FIDELITY COVINGTON TRUST

$19M
FIS

FIDELITY COVINGTON TRUST

$18.3M
FIS

FIDELITY COVINGTON TRUST

$17.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.8M
VGES

VANGUARD STAR FDS

$9M
VGES

VANGUARD STAR FDS

$9M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.9M