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Wealth Preservation Advisors, LLC

SEC CIK
0001968434
Latest filing
Aug 14, 2026

SPXX holding history

Nuveen S&P 500 Dynamic Overwrite Fund in every 13F filed by Wealth Preservation Advisors, 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)
13,693
Value
$255.2K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of SPXX by Wealth Preservation Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,693$255.2K0.1%+13,693NewHolders