Back to SPXX
Kestra Advisory Services, LLC → SPXX
Kestra Advisory Services, LLC SPXX Position History
Nuveen S&P 500 Dynamic Overwrite Fund • Financial Services
Quarters held
4
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $70K |
| Q1 2026 | $3.4M |
| Q2 2026 | $1.9M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 182.8K | — | — |
| Q2 2026 | $1.9M | 104.2K | — | — |
| Q1 2026 | $3.4M | 209.7K | — | — |
| Q4 2025 | $70K | 3.9K | — | — |
Other funds holding SPXX
$205.5M
$172.6M
$22.4M
$19.6M