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Shaker Financial Services, LLC → SPXX
Shaker Financial Services, LLC SPXX Position History
Nuveen S&P 500 Dynamic Overwrite Fund • Financial Services
Quarters held
4
Latest value
$5M
Q3 2026
Peak value
$6.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q1 2026 | $6.5M |
| Q2 2026 | $5M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 266.3K | — | — |
| Q2 2026 | $5M | 257.3K | — | — |
| Q1 2026 | $6.5M | 407.3K | — | — |
| Q3 2025 | $1.5M | 85.1K | — | — |
Other funds holding SPXX
$205.5M
$172.6M
$22.4M
$19.6M