Western Wealth Management, LLC
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1767902
GOLDEN, CO
Position in SPXX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$755,609
+$104,791 QoQ
Shares Held
40,537
+0.1% QoQ
Ownership
0.225%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#85
of 231 holders
Holding Since
Mar 2021
19 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, 2026Western Wealth Management, LLC holds $30,690,840 across 45 Asset Management names. SPXX ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,463 | $5,253,002 | |
| 2 | BX |
Blackstone Inc.
|
26,414 | $3,108,134 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
161,762 | $3,052,448 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
143,212 | $1,863,188 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,814 | $1,492,022 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
81,936 | $1,368,330 | |
| 7 | ARCC |
Ares Capital Corp
|
73,575 | $1,363,344 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,531 | $966,535 |
All Filings in SPXX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,609 | 40,537 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $650,818 | 40,499 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $617,202 | 34,213 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $251,890 | 14,402 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $254,888 | 14,368 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $172,146 | 10,259 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $167,072 | 10,231 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $213,064 | 13,597 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $204,498 | 13,597 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $200,618 | 13,537 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $260,429 | 16,609 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $246,756 | 15,838 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $255,308 | 15,838 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $473,865 | 31,570 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $494,292 | 31,564 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $566,414 | 31,520 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $302,436 | 16,260 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $203,665 | 11,246 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $185,582 | 11,227 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||