Morey & Quinn Wealth Partners, LLC
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 2055521
OMAHA, NE
Position in SPXX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$276,654
+$38,095 QoQ
Shares Held
14,842
-0.0% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#143
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, 2026Morey & Quinn Wealth Partners, LLC holds $4,090,920 across 9 Asset Management names. SPXX ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
106,205 | $1,041,871 | |
| 2 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
45,926 | $667,764 | |
| 3 | ERC |
Allspring Multi-Sector Income Fund
|
61,031 | $562,095 | |
| 4 | JHI |
John Hancock Investors Trust
|
41,477 | $552,473 | |
| 5 | RJF |
Raymond James Financial Inc
|
2,440 | $370,953 | |
| 6 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
14,842 | $276,654 | |
| 7 | FDUS |
FIDUS INVESTMENT Corp
|
13,278 | $253,211 | |
| 8 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
13,192 | $239,698 |
All Filings in SPXX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,654 | 14,842 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $238,559 | 14,845 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||