Howard Wealth Management, LLC
- SEC CIK
- 0001766286
- Latest filing
- Jul 21, 2026
SPXX holding history
Nuveen S&P 500 Dynamic Overwrite Fund in every 13F filed by Howard Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SPXX overviewAll 13F holders of SPXXFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −274,354−100.0% | Sold out | Holders |
| Q4 2023 | 274,354 | $4.13M | 3.4% | −6,860−2.4% | Reduced | Holders |
| Q3 2023 | 281,214 | $4.17M | 3.8% | +1,625+0.6% | Added | Holders |
| Q2 2023 | 279,589 | $4.38M | 3.8% | −14,915−5.1% | Reduced | Holders |
| Q1 2023 | 294,504 | $4.59M | 3.8% | −4,285−1.4% | Reduced | Holders |
| Q4 2022 | 298,789 | $4.82M | 4.0% | −1,434−0.5% | Reduced | Holders |
| Q3 2022 | 300,223 | $4.51M | 3.2% | −1,450−0.5% | Reduced | Holders |
| Q2 2022 | 301,673 | $4.72M | 5.0% | −499−0.2% | Reduced | Holders |
| Q1 2022 | 302,172 | $5.43M | 3.0% | −1,344−0.4% | Reduced | Holders |
| Q4 2021 | 303,516 | $5.64M | 3.0% | +5,118+1.7% | Added | Holders |
| Q3 2021 | 298,398 | $5.10M | 2.9% | −2,670−0.9% | Reduced | Holders |
| Q2 2021 | 301,068 | $5.45M | 3.0% | −1,162−0.4% | Reduced | Holders |
| Q1 2021 | 302,230 | $5.00M | 2.9% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.