Back to SPXX
Concurrent Investment Advisors, LLC → SPXX
Concurrent Investment Advisors, LLC SPXX Position History
Nuveen S&P 500 Dynamic Overwrite Fund • Financial Services
Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $16K |
| Q1 2026 | $293K |
| Q2 2026 | $19K |
| Q2 2026 | $327K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 76.3K | — | — |
| Q2 2026 | $327K | 17.5K | — | — |
| Q2 2026 | $19K | 1.0K | — | — |
| Q1 2026 | $293K | 18.2K | — | — |
| Q1 2026 | $16K | 1.0K | — | — |
Other funds holding SPXX
$205.5M
$172.6M
$22.4M
$19.6M