PUFF WEALTH MANAGEMENT, LLC
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 2052736
Haddonfield, NJ
Position in SPXX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$955,560
New position
Shares Held
51,264
first reported quarter
Ownership
0.285%
of shares outstanding
% of Portfolio
3.64%
of 13F equity value
Holder Rank
#74
of 231 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026PUFF WEALTH MANAGEMENT, LLC holds $955,560 across 1 Asset Management name. SPXX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
51,264 | $955,560 |
All Filings in SPXX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,560 | 51,264 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||