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 Q2	$247K	Sell	13,233 -1,674	-11%	-$29.7K	﹤0.01%	1279
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

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

Kingsview Wealth Management's SPXX Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 11% in Q2 2026, selling an estimated $29.7K and leaving 13,233 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Kingsview Wealth Management first reported a position in SPXX in Q2 2020 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Kingsview Wealth Management held 13,233 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $247K as of Q2 2026.
Kingsview Wealth Management sold 1,674 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $29.7K.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1279 holding.
Kingsview Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2020 and has held it in 3 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.