Focused Wealth Management, Inc
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1586052
Newburgh, NY
Position in SPXX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$653,723
+$90,133 QoQ
Shares Held
35,071
0.0% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#98
of 231 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPXX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Focused Wealth Management, Inc holds $18,835,846 across 10 Asset Management names. SPXX ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
56,944 | $6,700,600 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
600,489 | $5,890,797 | |
| 3 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
185,795 | $1,885,819 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
125,391 | $1,615,036 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
73,461 | $1,356,824 | |
| 6 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
35,071 | $653,723 | |
| 7 | NBB |
Nuveen Taxable Municipal Income Fund
|
17,905 | $282,540 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
12,615 | $187,711 |
All Filings in SPXX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,723 | 35,071 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $563,590 | 35,071 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||