INSTRUMENTAL WEALTH, LLC
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 1976010
TAMPA, FL
Position in SPXX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$419,940
+$57,867 QoQ
Shares Held
22,529
-0.0% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#122
of 231 holders
Holding Since
Mar 2026
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, 2026INSTRUMENTAL WEALTH, LLC holds $595,313 across 2 Asset Management names. SPXX ranks #1 (70.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
22,529 | $419,940 | |
| 2 | PTY |
Pimco Corporate & Income Opportunity Fund
|
14,578 | $175,373 |
All Filings in SPXX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,940 | 22,529 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $362,073 | 22,531 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||