Morey & Quinn Wealth Partners, LLC
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 2055521
OMAHA, NE
Position in SPXX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$238,559
New position
Shares Held
14,845
first reported quarter
Ownership
0.083%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Morey & Quinn Wealth Partners, LLC holds $3,979,215 across 9 Asset Management names. SPXX ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
111,505 | $965,633 | |
| 2 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
50,866 | $701,442 | |
| 3 | ERC |
Allspring Multi-Sector Income Fund
|
63,431 | $571,513 | |
| 4 | JHI |
John Hancock Investors Trust
|
41,477 | $535,468 | |
| 5 | RJF |
Raymond James Financial Inc
|
2,435 | $352,563 | |
| 6 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
14,792 | $260,782 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
14,845 | $238,559 | |
| 8 | FDUS |
FIDUS INVESTMENT Corp
|
13,278 | $231,302 |
All Filings in SPXX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,559 | 14,845 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||