Blake Schutter Theil Wealth Advisors, LLC

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

CIK 2042011 DAYTON, OH

Position in SPXX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,069,507

+$147,427 QoQ

Shares Held

57,377

-0.0% QoQ

Ownership

0.319%

of shares outstanding

% of Portfolio

2.83%

of 13F equity value

Holder Rank

#69

of 231 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Blake Schutter Theil Wealth Advisors, LLC holds $4,577,817 across 4 Asset Management names. SPXX ranks #3 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NIM	Nuveen Select Maturities Municipal Fund	200,058	$1,884,546
2	NUV	Nuveen Municipal Value Fund Inc	148,378	$1,368,045
3	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund This page	57,377	$1,069,507
4	NXP	Nuveen Select Tax Free Income Portfolio	17,870	$255,719

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,069,507	57,377	-0.0%	Shares	Sole	2026-07-15
2026-03-31	$922,080	57,379	—	Shares	Sole	2026-05-04
No filing history on record for this holder in this stock.