SIMS INVESTMENT MANAGEMENT, LLC
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 2053807
CINCINNATI, OH
Position in SPXX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$940,611
+$129,687 QoQ
Shares Held
50,462
0.0% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#75
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, 2026SIMS INVESTMENT MANAGEMENT, LLC holds $8,310,319 across 6 Asset Management names. SPXX ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
386,085 | $5,744,944 | |
| 2 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
100,475 | $1,561,381 | |
| 3 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
50,462 | $940,611 | |
| 4 | STT |
State Street Corp
|
348 | $59,020 | |
| 5 | TROW |
Price T Rowe Group Inc
|
27 | $3,069 | |
| 6 | BX |
Blackstone Inc.
|
11 | $1,294 |
All Filings in SPXX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,611 | 50,462 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $810,924 | 50,462 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||