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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$138K	Buy	+8,588	New	+$151K	﹤0.01%	3013
2022 Q4	–	Sell	-805	Closed	-$12K	–	4241
2022 Q3	$12K	Hold	805	–	–	﹤0.01%	2592
2022 Q2	$13K	Hold	805	–	–	﹤0.01%	2433
2022 Q1	$14K	Hold	805	–	–	﹤0.01%	2309
2021 Q4	$15K	Buy	+805	New	+$14.4K	﹤0.01%	2150

Other funds holding SPXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPXX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 8,588 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #3013 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in SPXX as recently as Q3 2022.

Carson Wealth (CWM LLC) first reported a position in SPXX in Q4 2021 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

Carson Wealth (CWM LLC) held 8,588 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $138K as of Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3013 holding.
Carson Wealth (CWM LLC) first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2021 and has held it in 5 quarters since.
227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.