Patriot Financial Group Insurance Agency, LLC
InsurancePosition in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1694883
Westborough, MA
Position in SPXX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$474,686
-$348,612 QoQ
Shares Held
25,466
-50.3% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#118
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, 2026Patriot Financial Group Insurance Agency, LLC holds $8,524,096 across 17 Asset Management names. SPXX ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
348,260 | $1,737,817 | |
| 2 | BLK |
BlackRock, Inc.
|
1,146 | $1,101,947 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
82,090 | $1,067,990 | |
| 4 | TROW |
Price T Rowe Group Inc
|
8,722 | $991,604 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
25,466 | $474,686 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,004 | $460,595 | |
| 7 | BX |
Blackstone Inc.
|
3,563 | $419,258 | |
| 8 | JRI |
Nuveen Real Asset Income & Growth Fund
|
23,241 | $301,203 |
All Filings in SPXX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,686 | 25,466 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $823,298 | 51,232 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||