HAZLETT, BURT & WATSON, INC.
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 46392
WHEELING, WV
Position in SPXX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$102,462
New position
Shares Held
6,376
first reported quarter
Ownership
0.035%
of shares outstanding
% of Portfolio
0.05%
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, 2026HAZLETT, BURT & WATSON, INC. holds $4,805,974 across 34 Asset Management names. SPXX ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SDHY |
PGIM Short Duration High Yield Opportunities Fund
|
171,883 | $2,753,523 | |
| 2 | BLK |
BlackRock, Inc.
|
670 | $644,313 | |
| 3 | DXYZ |
Destiny Tech100 Inc.
|
13,715 | $367,285 | |
| 4 | TROW |
Price T Rowe Group Inc
|
2,007 | $180,908 | |
| 5 | NSLR |
Suro Capital Corp.
|
14,930 | $159,898 | |
| 6 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
6,376 | $102,462 | |
| 7 | BX |
Blackstone Inc.
|
520 | $59,790 | |
| 8 | PFG |
Principal Financial Group Inc
|
583 | $52,534 |
All Filings in SPXX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $102,462 | 6,376 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||