Turner Financial Group, Inc.
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 2149918
PACE, FL
Position in SPXX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$611,224
New position
Shares Held
32,791
first reported quarter
Ownership
0.182%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#102
of 228 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Turner Financial Group, Inc. holds $1,925,652 across 5 Asset Management names. SPXX ranks #1 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
32,791 | $611,224 | |
| 2 | GOF |
Guggenheim Strategic Opportunities Fund
|
50,317 | $549,461 | |
| 3 | HQH |
abrdn Healthcare Investors
|
17,646 | $387,859 | |
| 4 | IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
49,374 | $303,156 | |
| 5 | GUT |
Gabelli Utility Trust
|
11,222 | $73,952 |
All Filings in SPXX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,224 | 32,791 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||