Skip to main content

Twelve Points Wealth Management LLC

SEC CIK
0001877090
Latest filing
Aug 7, 2026

SPXX holding history

Nuveen S&P 500 Dynamic Overwrite Fund in every 13F filed by Twelve Points 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)
345,118
Value
$6.43M
% of portfolio
1.3%
Quarters held
2
Since Q1 2026
Holdings of SPXX by Twelve Points Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026345,118$6.43M1.3%+19,617+6.0%AddedHolders
Q1 2026325,501$5.23M1.2%+325,501NewHolders