Marshall & Sterling Wealth Advisors Inc.
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 2056315
POUGHKEEPSIE, NY
Position in SPXX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$40,576
New position
Shares Held
2,525
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.14%
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, 2026Marshall & Sterling Wealth Advisors Inc. holds $2,058,041 across 12 Asset Management names. SPXX ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNY |
Nuveen New York Municipal Value Fund
|
61,613 | $514,468 | |
| 2 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
39,341 | $474,059 | |
| 3 | AWP |
abrdn Global Premier Properties Fund
|
40,887 | $451,801 | |
| 4 | RFI |
Cohen & Steers Total Return Realty Fund Inc
|
40,109 | $446,814 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
2,525 | $40,576 | |
| 6 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
3,538 | $36,122 | |
| 7 | HIX |
Western Asset High Income Fund II Inc.
|
8,422 | $33,519 | |
| 8 | EVV |
Eaton Vance Ltd Duration Income Fund
|
3,400 | $32,130 |
All Filings in SPXX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,576 | 2,525 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||