XSSPX NUVEEN S&P 500 DYNAMIC OVERW
FollowCEF (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in XSSPX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 150,411 | $2.81M | 0.56% | -1,141 | 13F-HRTimeline |
| PUFF WEALTH MANAGEMENT, LLC | 42,686 | $789K | 0.75% | -8,578 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 41,704 | $771K | 0.02% | 0 | 13F-HRTimeline |
| Investment Partners Asset Management, I… | 36,350 | $672K | 0.36% | 0 | 13F-HRTimeline |
| DECISION INVESTMENTS, INC | 32,547 | $602K | 0.55% | 0 | 13F-HRTimeline |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 30,097 | $556K | 0.4% | +11,597 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 22,467 | $415K | <0.01% | +11,943 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 18,577 | $343K | 0.01% | +28 | 13F-HRTimeline |
| Apella Capital, LLC | 12,624 | $235K | <0.01% | 0 | 13F-HRTimeline |
| EASTERN BANK | 8,370 | $155K | <0.01% | +2,039 | 13F-HRTimeline |
| GoalVest Advisory LLC | 301 | $5.57K | <0.01% | 0 | 13F-HRTimeline |