AWM
BXMX

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

Accurate Wealth Management’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
2023
Q1 		– Sell
-489
Closed -$6.31K – 412
2022
Q4 		$6.31K Buy
+489
New +$6.31K ﹤0.01% 968

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Accurate Wealth Management's BXMX Position: Q1 2023 in Review

Accurate Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2023, closing a stake of 489 shares — an estimated $6.31K sold.

Accurate Wealth Management first reported a position in BXMX in Q4 2022 and held it in 1 quarter. The position peaked at $6.31K in Q4 2022. 126 funds tracked by Wall St. Rank hold BXMX as of Q1 2023.

  • Accurate Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 489 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2023, an estimated $6.31K.
  • Accurate Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $6.31K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.