KWMG LLC’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

KWMG LLC’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
2019 Q2	–	Sell	-3,187	Closed	-$49K	–	382
2019 Q1	$49K	Sell	3,187 -100	-3%	-$1.51K	0.01%	171
2018 Q4	$46K	Hold	3,287	–	–	0.01%	174
2018 Q3	$56K	Hold	3,287	–	–	0.01%	158
2018 Q2	$55K	Buy	+3,287	New	+$59.4K	0.02%	156

Other funds holding SPXX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWMG LLC's SPXX Position: Q2 2019 in Review

KWMG LLC sold out of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) in Q2 2019, closing a stake of 3,187 shares — an estimated $49K sold.

KWMG LLC first reported a position in SPXX in Q2 2018 and held it in 4 quarters. The position peaked at $56K in Q3 2018. 42 funds tracked by Wall St. Rank hold SPXX as of Q2 2019.

KWMG LLC reported no remaining Nuveen S&P 500 Dynamic Overwrite Fund position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 3,187 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2019, an estimated $49K.
KWMG LLC first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2018 and held it in 4 quarters.
KWMG LLC's Nuveen S&P 500 Dynamic Overwrite Fund position peaked at $56K in Q3 2018.
42 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.