LIGHTHOUSE FINANCIAL SERVICES INC /ADV
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1068979
BREA, CA
Position in SPXX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,022,402
+$267,687 QoQ
Shares Held
108,498
-0.6% QoQ
Ownership
0.604%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#48
of 231 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPXX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $5,292,667 across 2 Asset Management names. SPXX ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,401 | $3,270,265 | |
| 2 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
108,498 | $2,022,402 |
All Filings in SPXX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,022,402 | 108,498 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,754,715 | 109,192 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||