Position in SPXX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$242,448
New position
Shares Held
15,087
first reported quarter
Ownership
0.084%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 83.30350632995294.ToString("F0")%
Shared 0.ToString("F0")%
None 16.69649367004706.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Apriem Advisors holds $3,678,903 across 12 Asset Management names. SPXX ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
43,436 | $516,888 | |
| 2 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
44,287 | $488,042 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
11,137 | $394,695 | |
| 4 | NAC |
Nuveen California Quality Municipal Income Fund
|
32,220 | $375,363 | |
| 5 | DBL |
DoubleLine Opportunistic Credit Fund
|
24,110 | $352,006 | |
| 6 | EVV |
Eaton Vance Ltd Duration Income Fund
|
31,498 | $297,656 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
15,087 | $242,448 | |
| 8 | TROW |
Price T Rowe Group Inc
|
2,477 | $223,276 |
All Filings in SPXX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,448 | 15,087 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||