Wealth Preservation Advisors, LLC
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1968434
CHATTANOOGA, TN
Position in SPXX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$255,237
New position
Shares Held
13,693
first reported quarter
Ownership
0.076%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#154
of 231 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealth Preservation Advisors, LLC holds $4,589,918 across 5 Asset Management names. SPXX ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OBDC |
Blue Owl Capital Corp
|
172,626 | $1,876,444 | |
| 2 | APO |
Apollo Global Management, Inc.
|
12,435 | $1,471,184 | |
| 3 | AB |
Alliancebernstein Holding L.P.
|
15,061 | $530,448 | |
| 4 | KKR |
KKR & Co. Inc.
|
4,975 | $456,605 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
13,693 | $255,237 |
All Filings in SPXX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,237 | 13,693 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||