AF
BXMX

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

Advisornet Financial’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
Q4 		– Sell
-2,000
Closed -$24K – 1679
2020
Q3 		$23K Hold
2,000
– – ﹤0.01% 1063
2020
Q2 		$22K Hold
2,000
– – ﹤0.01% 1086
2020
Q1 		$20K Hold
2,000
– – ﹤0.01% 1066
2019
Q4 		$28K Hold
2,000
– – ﹤0.01% 1078
2019
Q3 		$26K Buy
+2,000
New +$26.1K ﹤0.01% 1108

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 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

Advisornet Financial's BXMX Position: Q4 2020 in Review

Advisornet Financial sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2020, closing a stake of 2,000 shares — an estimated $24K sold.

Advisornet Financial first reported a position in BXMX in Q3 2019 and held it in 5 quarters. The position peaked at $28K in Q4 2019. 122 funds tracked by Wall St. Rank hold BXMX as of Q4 2020.

  • Advisornet Financial reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2020 after selling out during the quarter.
  • Advisornet Financial sold 2,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2020, an estimated $24K.
  • Advisornet Financial first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2019 and held it in 5 quarters.
  • Advisornet Financial's Nuveen S&P 500 Buy-Write Income Fund position peaked at $28K in Q4 2019.
  • 122 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2020.

Based on Advisornet Financial's 13F filing for Q4 2020, filed 4 Feb 2021.