GUGGENHEIM CAPITAL LLC SPXX — NUVEEN EQUITY PREM & GROWTH COM

Ownership history in GUGGENHEIM CAPITAL LLC  ·  54 quarters on record

AI Ownership Summary

GUGGENHEIM CAPITAL LLC reported NUVEEN EQUITY PREM & GROWTH COM (SPXX) in 54 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows SPXX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GUGGENHEIM CAPITAL LLC's position in NUVEEN EQUITY PREM & GROWTH COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPXX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPXX stock page GUGGENHEIM CAPITAL LLC fund profile GUGGENHEIM CAPITAL LLC full holdings
How GUGGENHEIM CAPITAL LLC held SPXX — position size vs. price
% of Fund (quarterly)    SPXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 185,128 +71,427 +62.8% 0.02% $3.3M 2026-02-14 (Est.) $17.46
2025 Q3 REDUCED 34.8% +4.8% ❌ 113,701 -60,585 -34.8% 0.01% $2.0M 2025-11-13 $16.74
2025 Q2 REDUCED 22.4% -1.4% ✅ 174,286 -50,288 -22.4% 0.02% $3.1M 2025-08-13 $17.12
2025 Q1 REDUCED 24.7% +7.0% ❌ 224,574 -73,501 -24.7% 0.03% $3.8M 2025-05-14 $16.08
2024 Q4 ADDED — — — 298,075 +11,013 +3.8% 0.04% $5.3M 2025-02-13 $16.55
2024 Q3 ADDED — — — 287,062 +7,851 +2.8% 0.03% $4.8M 2024-11-13 $15.45
2024 Q2 ADDED — — — 279,211 +20,314 +7.8% 0.03% $4.6M 2024-08-14 $14.11
2024 Q1 ADDED — — — 258,897 +18,377 +7.6% 0.03% $4.1M 2024-05-14 $13.48
2023 Q4 ADDED — — — 240,520 +33,917 +16.4% 0.03% $3.6M 2024-02-14 $13.06
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPXX

As of 2026 Q1 — sorted by position size

PMG Family Office LLC 2.02% Sage Capital Management, LLC 1.49% FORTERIS WEALTH MANAGEMENT INC. 1.31% Twelve Points Wealth Management LLC 3Y 1.15% TPG Advisors LLC 0.99% High Point Wealth Management, LLC 0.93% ABSOLUTE INVESTMENT ADVISERS, LLC 0.81% DECISION INVESTMENTS, INC 0.6% Shulman DeMeo Asset Management LLC 3Y 7Y 0.54% FORTEM FINANCIAL GROUP, LLC 3Y 7Y 0.53%

FAQ About GUGGENHEIM CAPITAL LLC and SPXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has GUGGENHEIM CAPITAL LLC reported owning SPXX?

GUGGENHEIM CAPITAL LLC reported SPXX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPXX position in GUGGENHEIM CAPITAL LLC's portfolio?

The largest reported portfolio weight for SPXX was 0.04% in 2024 Q4.

What is the latest reported SPXX position on this page?

The most recent filing on this page is 2025 Q4, when GUGGENHEIM CAPITAL LLC reported 185,128 shares, equal to 0.02% of portfolio, with an estimated market value of $3.3M.

What does the chart on this SPXX ownership page compare?

The chart compares GUGGENHEIM CAPITAL LLC's quarterly SPXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GUGGENHEIM CAPITAL LLC time their SPXX position?

Based on 13F filing dates vs. subsequent SPXX price moves, GUGGENHEIM CAPITAL LLC correctly timed 33 out of 53 reported position changes (62%).

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