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Livermore
Livermore
ZHEN

Western Wealth Management, LLC

SEC CIK
0001767902
Latest filing
Aug 14, 2026

SPXX holding history

Nuveen S&P 500 Dynamic Overwrite Fund in every 13F filed by Western 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 (Q2 2026)
40,537
Value
$755.6K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of SPXX by Western Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,537$755.6K<0.1%+38+0.1%AddedHolders
Q1 202640,499$650.8K<0.1%+6,286+18.4%AddedHolders
Q4 202534,213$617.2K<0.1%+19,811+137.6%AddedHolders
Q3 202514,402$251.9K<0.1%+34+0.2%AddedHolders
Q2 202514,368$254.9K<0.1%+14,368NewHolders
Q4 20240$00.0%−10,259−100.0%Sold outHolders
Q3 202410,259$172.2K<0.1%+28+0.3%AddedHolders
Q2 202410,231$167.1K<0.1%−3,366−24.8%ReducedHolders
Q1 202413,597$213.1K<0.1%00.0%UnchangedHolders
Q4 202313,597$204.5K<0.1%+60+0.4%AddedHolders
Q3 202313,537$200.6K<0.1%−3,072−18.5%ReducedHolders
Q2 202316,609$260.4K<0.1%+771+4.9%AddedHolders
Q1 202315,838$246.8K<0.1%00.0%UnchangedHolders
Q4 202215,838$255.3K<0.1%−15,732−49.8%ReducedHolders
Q3 202231,570$475.0K<0.1%+60.0%AddedHolders
Q2 202231,564$493.0K<0.1%+44+0.1%AddedHolders
Q1 202231,520$566.0K<0.1%+15,260+93.8%AddedHolders
Q4 202116,260$302.0K<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202111,246$203.0K<0.1%+19+0.2%AddedHolders
Q1 202111,227$186.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.