Shulman DeMeo Asset Management LLC
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1767070
LAKE SUCCESS, NY
Position in SPXX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,824,929
+$290,369 QoQ
Shares Held
151,552
-3.9% QoQ
Ownership
0.843%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#36
of 231 holders
Holding Since
Mar 2020
25 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, 2026Shulman DeMeo Asset Management LLC holds $13,915,002 across 28 Asset Management names. SPXX ranks #1 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
151,552 | $2,824,929 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
44,170 | $1,331,283 | |
| 3 | APO |
Apollo Global Management, Inc.
|
10,910 | $1,290,762 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
129,042 | $1,234,931 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
91,876 | $991,342 | |
| 6 | BX |
Blackstone Inc.
|
5,570 | $655,421 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
77,280 | $608,966 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
50,279 | $513,851 |
All Filings in SPXX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,824,929 | 151,552 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,534,560 | 157,720 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $832,149 | 46,128 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $817,360 | 46,733 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $829,948 | 46,784 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $791,917 | 46,859 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $835,705 | 47,082 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $790,707 | 47,122 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $770,106 | 47,159 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $739,843 | 47,214 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $713,226 | 47,422 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $706,958 | 47,703 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $748,625 | 47,744 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $748,432 | 48,038 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $779,482 | 48,355 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $732,277 | 48,786 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $767,574 | 49,015 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $886,298 | 49,321 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $978,676 | 52,617 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $983,409 | 54,302 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $917,348 | 55,496 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $898,839 | 58,979 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $818,580 | 61,455 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $788,555 | 61,414 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $716,848 | 61,904 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||