Independent Advisor Alliance
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1696899
CHARLOTTE, NC
Position in SPXX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,977,083
+$3,662,021 QoQ
Shares Held
247,485
+1294.3% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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, 2026Independent Advisor Alliance holds $31,488,625 across 23 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
49,489 | $5,823,370 | |
| 2 | BLK |
BlackRock, Inc.
|
4,706 | $4,525,100 | |
| 3 | TROW |
Price T Rowe Group Inc
|
32,281 | $3,670,026 | |
| 4 | STT |
State Street Corp
|
18,932 | $3,210,866 | |
| 5 | ARCC |
Ares Capital Corp
|
164,459 | $3,047,424 | |
| 6 | AMP |
Ameriprise Financial Inc
|
5,035 | $2,309,856 | |
| 7 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
271,050 | $2,027,454 | |
| 8 | OCSL |
Oaktree Specialty Lending Corp
|
112,168 | $1,339,285 |
All Filings in SPXX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,977,083 | 247,485 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $315,062 | 17,750 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||