Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

SPXX holding history

Nuveen S&P 500 Dynamic Overwrite Fund in every 13F filed by Integrated Wealth Concepts LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPXX overview All 13F holders of SPXX Full Q2 2026 holdings

Shares (Q2 2026): 71,435
Value: $1.33M
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of SPXX by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	71,435	$1.33M	<0.1%	−3,517−4.7%	Reduced	Holders
Q1 2026	74,952	$1.20M	<0.1%	+74,952	New	Holders
Q2 2025	0	$0	0.0%	−85,034−100.0%	Sold out	Holders
Q1 2025	85,034	$1.44M	<0.1%	+85,034	New	Holders