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IFP Advisors, Inc SPXX Position History
Nuveen S&P 500 Dynamic Overwrite Fund • Financial Services
Quarters held
6
Latest value
$695K
Q3 2026
Peak value
$707K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $518K |
| Q3 2025 | $518K |
| Q4 2025 | $522K |
| Q1 2026 | $612K |
| Q2 2026 | $707K |
| Q3 2026 | $695K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $695K | 37.6K | — | — |
| Q2 2026 | $707K | 37.9K | — | — |
| Q1 2026 | $612K | 38.1K | — | — |
| Q4 2025 | $522K | 28.9K | — | — |
| Q3 2025 | $518K | 29.6K | — | — |
| Q3 2025 | $518K | 29.6K | — | — |
Other funds holding SPXX
$205.5M
$172.6M
$22.4M
$19.6M