1607 Capital Partners’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

1607 Capital Partners’s Portfolio BXMX Stock Details BXMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-124,677	Closed	-$1.78M	–	133
2022 Q1	$1.78M	Sell	124,677 -46,643	-27%	-$654K	0.1%	93
2021 Q4	$2.51M	Sell	171,320 -10,509	-6%	-$155K	0.13%	81
2021 Q3	$2.59M	Sell	181,829 -108,411	-37%	-$1.59M	0.13%	84
2021 Q2	$4.17M	Sell	290,240 -24,600	-8%	-$346K	0.2%	77
2021 Q1	$4.24M	Sell	314,840 -1,700	-0.5%	-$21.9K	0.2%	82
2020 Q4	$4.08M	Sell	316,540 -1,400	-0.4%	-$16.8K	0.2%	77
2020 Q3	$3.59M	Buy	317,940 +11,600	+4%	+$133K	0.19%	81
2020 Q2	$3.37M	Buy	+306,340	New	+$3.33M	0.18%	82

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1607 Capital Partners's BXMX Position: Q2 2022 in Review

1607 Capital Partners sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2022, closing a stake of 124,677 shares — an estimated $1.78M sold.

1607 Capital Partners first reported a position in BXMX in Q2 2020 and held it in 8 quarters. The position peaked at $4.24M in Q1 2021. 125 funds tracked by Wall St. Rank hold BXMX as of Q2 2022.

1607 Capital Partners reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2022 after selling out during the quarter.
1607 Capital Partners sold 124,677 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2022, an estimated $1.78M.
1607 Capital Partners first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2020 and held it in 8 quarters.
1607 Capital Partners's Nuveen S&P 500 Buy-Write Income Fund position peaked at $4.24M in Q1 2021.
125 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2022.

Based on 1607 Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.