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Shulman DeMeo Asset Management LLC → SPXX
Shulman DeMeo Asset Management LLC SPXX Position History
Nuveen S&P 500 Dynamic Overwrite Fund • Financial Services
Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $817K |
| Q4 2025 | $832K |
| Q1 2026 | $2.5M |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 150.4K | — | — |
| Q2 2026 | $2.8M | 151.6K | — | — |
| Q1 2026 | $2.5M | 157.7K | — | — |
| Q4 2025 | $832K | 46.1K | — | — |
| Q3 2025 | $817K | 46.7K | — | — |
Other funds holding SPXX
$205.5M
$172.6M
$22.4M
$19.6M