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 Q2	$326K	Buy	17,495 +1,200	+7%	+$21.3K	0.01%	748
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 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

Kingswood Wealth Advisors's SPXX Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 7.4% in Q2 2026, buying an estimated $21.3K and bringing the position to 17,495 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #748.

Kingswood Wealth Advisors first reported a position in SPXX in Q1 2025 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Kingswood Wealth Advisors held 17,495 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $326K as of Q2 2026.
Kingswood Wealth Advisors bought 1,200 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $21.3K.
Nuveen S&P 500 Dynamic Overwrite Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #748 holding.
Kingswood Wealth Advisors first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q1 2025 and has held it in 6 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.