Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPXX Stock Details SPXX Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$138K Buy
2022
Q4 		– Sell
2022
Q3 		$12K Hold
2022
Q2 		$13K Hold
2022
Q1 		$14K Hold
2021
Q4 		$15K Buy