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Patriot Financial Group Insurance Agency, LLC → SPXX
Patriot Financial Group Insurance Agency, LLC SPXX Position History
Nuveen S&P 500 Dynamic Overwrite Fund • Financial Services
Quarters held
3
Latest value
$478K
Q3 2026
Peak value
$823K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $823K |
| Q2 2026 | $475K |
| Q3 2026 | $478K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $478K | 25.8K | — | — |
| Q2 2026 | $475K | 25.5K | — | — |
| Q1 2026 | $823K | 51.2K | — | — |
Other funds holding SPXX
$205.5M
$172.6M
$22.4M
$19.6M