KWA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$242K Hold
13,625
– – 0.02% 639
2025
Q1 		$230K Buy
+13,625
New +$230K 0.02% 636