SEC 13F Intelligence

Twelve Points Wealth Management LLC / XSSPX

Twelve Points Wealth Management LLC’s Nuveen S&P 500 Dynamic Overw Position

Does Twelve Points Wealth Management LLC own Nuveen S&P 500 Dynamic Overw (XSSPX)? Yes325.5K shares worth $5M (+1.15% of its 13F portfolio) as of Q1 2026.

Position Value
$5M
Q1 2026
Shares
325.5K
% of Portfolio
+1.15%
Quarters Held
1
currently held

Position History XSSPX

Reported value by quarter
Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026325.5K$5M+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Twelve Points Wealth Management LLC’s full portfolio or all institutional holders of XSSPX.