High Point Wealth Management, LLC
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 2106882
CHESTER, NJ
Position in SPXX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,120,636
+$155,938 QoQ
Shares Held
60,120
+0.1% QoQ
Ownership
0.334%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#68
of 231 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPXX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026High Point Wealth Management, LLC holds $2,798,256 across 3 Asset Management names. SPXX ranks #2 (40.0% of the industry book) .
All Filings in SPXX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,636 | 60,120 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $964,698 | 60,031 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $451,938 | 25,052 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||