Position in SPXX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$281,147
+$38,699 QoQ
Shares Held
15,083
-0.0% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#142
of 231 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in SPXX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Apriem Advisors holds $5,977,099 across 11 Asset Management names. SPXX ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
21,616 | $2,543,554 | |
| 2 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
45,436 | $569,313 | |
| 3 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
47,848 | $525,849 | |
| 4 | NAC |
Nuveen California Quality Municipal Income Fund
|
33,120 | $401,414 | |
| 5 | EVV |
Eaton Vance Ltd Duration Income Fund
|
39,129 | $366,638 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
10,871 | $327,978 | |
| 7 | DBL |
DoubleLine Opportunistic Credit Fund
|
20,110 | $289,181 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
15,083 | $281,147 |
All Filings in SPXX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,147 | 15,083 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $242,448 | 15,087 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||