AIS
BXMX

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

Accurate Investment Solutions’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
2020
Q1 		– Sell
-150
Closed -$2K – 435
2019
Q4 		$2K Hold
150
– – ﹤0.01% 376
2019
Q3 		$2K Buy
+150
New +$1.96K ﹤0.01% 318

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Accurate Investment Solutions's BXMX Position: Q1 2020 in Review

Accurate Investment Solutions sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2020, closing a stake of 150 shares — an estimated $2K sold.

Accurate Investment Solutions first reported a position in BXMX in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 121 funds tracked by Wall St. Rank hold BXMX as of Q1 2020.

  • Accurate Investment Solutions reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 150 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2020, an estimated $2K.
  • Accurate Investment Solutions first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2019 and held it in 2 quarters.
  • Accurate Investment Solutions's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2020.

Based on Accurate Investment Solutions's 13F filing for Q1 2020, filed 22 Apr 2020.