WORLD EQUITY GROUP, INC.
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 878770
SCHAUMBURG, IL
Position in SPXX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$697,676
+$169,600 QoQ
Shares Held
37,429
+13.9% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#5
of 17 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SPXX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WORLD EQUITY GROUP, INC. holds $7,893,166 across 14 Asset Management names. SPXX ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACV |
Virtus Diversified Income & Convertible Fund
|
41,950 | $1,188,863 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
48,879 | $816,279 | |
| 3 | AAMI |
Acadian Asset Management Inc.
|
9,801 | $700,967 | |
| 4 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
This page
|
37,429 | $697,676 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
50,475 | $656,679 | |
| 6 | MCN |
XAI Madison Equity Premium Income Fund
|
114,407 | $631,526 | |
| 7 | CCD |
Calamos Dynamic Convertible & Income Fund
|
23,119 | $595,776 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
51,091 | $551,271 |
All Filings in SPXX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,676 | 37,429 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $528,076 | 32,861 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||