1834 Investment Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

1834 Investment Advisors’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 Q3	–	Sell	-54	Closed	-$1K	–	234
2022 Q2	$1K	Hold	54	–	–	﹤0.01%	451
2022 Q1	$1K	Hold	54	–	–	﹤0.01%	424
2021 Q4	$1K	Hold	54	–	–	﹤0.01%	453
2021 Q3	$1K	Hold	54	–	–	﹤0.01%	466
2021 Q2	$1K	Sell	54 -18,876	-100%	-$266K	﹤0.01%	484
2021 Q1	$255K	Hold	18,930	–	–	0.03%	176
2020 Q4	$244K	Hold	18,930	–	–	0.03%	177
2020 Q3	$214K	Hold	18,930	–	–	0.03%	179
2020 Q2	$208K	Sell	18,930 -1,535	-8%	-$16.7K	0.03%	174
2020 Q1	$207K	Sell	20,465 -965	-5%	-$12K	0.04%	170
2019 Q4	$295K	Hold	21,430	–	–	0.05%	157
2019 Q3	$280K	Buy	+21,430	New	+$280K	0.04%	166
2019 Q2	–	Hold	0	–	–	–	159
2019 Q1	–	Hold	0	–	–	–	158
2018 Q4	–	Hold	0	–	–	–	161
2018 Q3	–	Hold	0	–	–	–	159
2018 Q2	–	Hold	0	–	–	–	154
2018 Q1	–	Hold	0	–	–	–	153
2017 Q4	–	Hold	0	–	–	–	225
2017 Q1	–	Sell	-11,886	Closed	-$151K	–	184
2016 Q4	$151K	Sell	11,886 -18,670	-61%	-$237K	0.03%	168
2016 Q3	$405K	Sell	30,556 -3,826	-11%	-$50K	0.09%	126
2016 Q2	$448K	Sell	34,382 -4,506	-12%	-$57.7K	0.1%	131
2016 Q1	$495K	Sell	38,888 -5,917	-13%	-$72.5K	0.11%	121
2015 Q4	$602K	Hold	44,805	–	–	0.14%	119
2015 Q3	$542K	Sell	44,805 -57,339	-56%	-$729K	0.13%	126
2015 Q2	$1.31M	Sell	102,144 -27,844	-21%	-$357K	0.36%	71
2015 Q1	$1.66M	Sell	129,988 -1,875	-1%	-$24.2K	0.45%	60
2014 Q4	$1.6M	Buy	+131,863	New	+$1.68M	0.44%	62

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

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

RJFSA

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

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

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

RJA

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

1834 Investment Advisors's BXMX Position: Q3 2022 in Review

1834 Investment Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2022, closing a stake of 54 shares — an estimated $1K sold.

1834 Investment Advisors first reported a position in BXMX in Q4 2014 and held it in 21 quarters. The position peaked at $1.66M in Q1 2015. 122 funds tracked by Wall St. Rank hold BXMX as of Q3 2022.

1834 Investment Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 54 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2022, an estimated $1K.
1834 Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 21 quarters.
1834 Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.66M in Q1 2015.
122 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.