AG
BXMX

Advisor Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Advisor Group’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
2019
Q4 		$1.59M Buy
115,473
+4,903
+4% +$66.3K 0.01% 932
2019
Q3 		$1.45M Buy
110,570
+16,339
+17% +$213K 0.01% 932
2019
Q2 		$1.25M Sell
94,231
-3,941
-4% -$51.8K 0.01% 987
2019
Q1 		$1.29M Sell
98,172
-6,462
-6% -$83.6K 0.01% 949
2018
Q4 		$1.26M Buy
104,634
+16,865
+19% +$222K 0.01% 832
2018
Q3 		$1.26M Buy
87,769
+26,940
+44% +$387K 0.01% 848
2018
Q2 		$857K Sell
60,829
-1,625
-3% -$22.7K 0.01% 956
2018
Q1 		$832K Buy
62,454
+358
+0.6% +$4.94K 0.01% 980
2017
Q4 		$885K Buy
62,096
+3,048
+5% +$42.8K 0.01% 971
2017
Q3 		$826K Buy
59,048
+16,018
+37% +$222K 0.01% 913
2017
Q2 		$596K Buy
43,030
+14,811
+52% +$205K 0.01% 1043
2017
Q1 		$374K Buy
28,219
+2,354
+9% +$31.1K 0.01% 1243
2016
Q4 		$329K Buy
25,865
+2,320
+10% +$29.5K 0.01% 1251
2016
Q3 		$312K Sell
23,545
-1,334
-5% -$17.5K 0.01% 1246
2016
Q2 		$322K Buy
+24,879
New +$318K 0.01% 1164

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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Advisor Group's BXMX Position: Q4 2019 in Review

Advisor Group increased its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 4.4% in Q4 2019, buying an estimated $66.3K and bringing the position to 115,473 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #932.

Advisor Group first reported a position in BXMX in Q2 2016 and has held it in 15 quarters since. 106 funds tracked by Wall St. Rank hold BXMX as of Q4 2019.

  • Advisor Group held 115,473 shares of Nuveen S&P 500 Buy-Write Income Fund worth $1.59M as of Q4 2019.
  • Advisor Group bought 4,903 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2019, an estimated $66.3K.
  • Nuveen S&P 500 Buy-Write Income Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #932 holding.
  • Advisor Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2016 and has held it in 15 quarters since.
  • 106 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.