FORTERIS WEALTH MANAGEMENT INC.
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 2107238
ARMONK, NY
Position in SPXX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,683,471
+$312,749 QoQ
Shares Held
90,315
+5.9% QoQ
Ownership
0.502%
of shares outstanding
% of Portfolio
4.03%
of 13F equity value
Holder Rank
#54
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, 2026FORTERIS WEALTH MANAGEMENT INC. holds $1,683,471 across 1 Asset Management name. SPXX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
90,315 | $1,683,471 |
All Filings in SPXX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,683,471 | 90,315 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,370,722 | 85,297 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||