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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

SPXX holding history

Nuveen S&P 500 Dynamic Overwrite Fund in every 13F filed by Wealth Effects 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)
16,426
Value
$306.2K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of SPXX by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,426$306.2K0.1%00.0%UnchangedHolders
Q1 202616,426$264.0K0.1%+16,426NewHolders