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Kingswood Wealth Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Kingswood Wealth Advisors’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 		$262K Buy
16,295
+2,670
+20% +$46.8K 0.01% 769
2025
Q4 		$246K Hold
13,625
– – 0.01% 753
2025
Q3 		$238K Hold
13,625
– – 0.01% 710
2025
Q2 		$242K Hold
13,625
– – 0.02% 639
2025
Q1 		$230K Buy
+13,625
New +$241K 0.02% 636

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

Kingswood Wealth Advisors's SPXX Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 20% in Q1 2026, buying an estimated $46.8K and bringing the position to 16,295 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #769.

Kingswood Wealth Advisors first reported a position in SPXX in Q1 2025 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • Kingswood Wealth Advisors held 16,295 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $262K as of Q1 2026.
  • Kingswood Wealth Advisors bought 2,670 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $46.8K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #769 holding.
  • Kingswood Wealth Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2025 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 Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.