Jackson, Grant Investment Advisers, Inc.
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1650300
STAMFORD, CT
Position in SPXX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$431,816
New position
Shares Held
26,871
first reported quarter
Ownership
0.149%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Jackson, Grant Investment Advisers, Inc. holds $1,674,364 across 12 Asset Management names. SPXX ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
51,960 | $447,895 | |
| 2 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
26,871 | $431,816 | |
| 3 | PFG |
Principal Financial Group Inc
|
3,995 | $359,989 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
6,206 | $296,150 | |
| 5 | BOE |
BlackRock Enhanced Global Dividend Trust
|
7,365 | $80,720 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
349 | $14,124 | |
| 7 | BX |
Blackstone Inc.
|
115 | $13,223 | |
| 8 | STT |
State Street Corp
|
100 | $12,656 |
All Filings in SPXX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $431,816 | 26,871 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||