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Kingsview Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Kingsview Wealth Management’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 		$240K Buy
+14,907
New +$261K ﹤0.01% 1179
2020
Q3 		– Sell
-16,030
Closed -$206K – 702
2020
Q2 		$206K Buy
+16,030
New +$203K 0.02% 533

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Kingsview Wealth Management's SPXX Position: Q1 2026 in Review

Kingsview Wealth Management opened a new position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q1 2026: 14,907 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in SPXX as recently as Q2 2020.

Kingsview Wealth Management first reported a position in SPXX in Q2 2020 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • Kingsview Wealth Management held 14,907 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $240K as of Q1 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund was a new Kingsview Wealth Management position in Q1 2026.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1179 holding.
  • Kingsview Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2020 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.