Patten Group, Inc.
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1633207
CHATTANOOGA, TN
Position in SPXX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,225,896
+$584,414 QoQ
Shares Held
65,767
+64.8% QoQ
Ownership
0.366%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#64
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, 2026Patten Group, Inc. holds $2,679,772 across 5 Asset Management names. SPXX ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
65,767 | $1,225,896 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
42,968 | $463,624 | |
| 3 | CHI |
Calamos Convertible Opportunities & Income Fund
|
29,246 | $393,066 | |
| 4 | USA |
Liberty All Star Equity Fund
|
60,028 | $348,762 | |
| 5 | BHK |
Blackrock Core Bond Trust
|
27,091 | $248,424 |
All Filings in SPXX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,225,896 | 65,767 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $641,482 | 39,918 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||