Back to SPXX
Diversify Advisory Services, LLC → SPXX
Diversify Advisory Services, LLC SPXX Position History
Nuveen S&P 500 Dynamic Overwrite Fund • Financial Services
Quarters held
4
Latest value
$661K
Q3 2026
Peak value
$687K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $269K |
| Q4 2025 | $274K |
| Q2 2026 | $687K |
| Q3 2026 | $661K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $661K | 35.3K | — | — |
| Q2 2026 | $687K | 37.1K | — | — |
| Q4 2025 | $274K | 15.2K | — | — |
| Q3 2025 | $269K | 15.2K | — | — |
Other funds holding SPXX
$205.5M
$172.6M
$22.4M
$19.6M