Richmond Investment Services, LLC

Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund

CIK 2031991 Mequon, WI

Position in SPXX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$859,378

-$571,687 QoQ

Shares Held

46,104

-48.2% QoQ

Ownership

0.256%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#78

of 231 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Richmond Investment Services, LLC holds $1,423,135 across 3 Asset Management names. SPXX ranks #1 (60.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund This page	46,104	$859,378
2	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	15,107	$418,161
3	MGLD	Marygold Companies, Inc.	122,350	$145,596

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$859,378	46,104	-48.2%	Shares	Sole	2026-07-27
2026-03-31	$1,431,065	89,052	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.