Back to SPXX
FORTEM FINANCIAL GROUP, LLC → SPXX
FORTEM FINANCIAL GROUP, LLC SPXX Position History
Nuveen S&P 500 Dynamic Overwrite Fund • Financial Services
Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.3M |
| Q1 2026 | $2.1M |
| Q2 2026 | $2.3M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 116.8K | — | — |
| Q2 2026 | $2.3M | 126.0K | — | — |
| Q1 2026 | $2.1M | 130.9K | — | — |
| Q4 2025 | $1.3M | 71.2K | — | — |
| Q3 2025 | $1.1M | 62.7K | — | — |
Other funds holding SPXX
$205.5M
$172.6M
$22.4M
$19.6M