Jackson, Grant Investment Advisers, Inc.
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1650300
STAMFORD, CT
Position in SPXX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$510,251
+$78,435 QoQ
Shares Held
27,374
+1.9% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#115
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, 2026Jackson, Grant Investment Advisers, Inc. holds $1,840,858 across 11 Asset Management names. SPXX ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
27,374 | $510,251 | |
| 2 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
52,720 | $504,530 | |
| 3 | PFG |
Principal Financial Group Inc
|
3,995 | $430,581 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
6,206 | $249,667 | |
| 5 | BOE |
BlackRock Enhanced Global Dividend Trust
|
7,365 | $89,042 | |
| 6 | STT |
State Street Corp
|
100 | $16,960 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
349 | $14,863 | |
| 8 | BX |
Blackstone Inc.
|
117 | $13,767 |
All Filings in SPXX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,251 | 27,374 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $431,816 | 26,871 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||