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

Advisors Capital 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
2022 Q3	–	Sell	-12,078	Closed	-$149K	–	457
2022 Q2	$149K	Hold	12,078	–	–	﹤0.01%	422
2022 Q1	$172K	Sell	12,078 -7,725	-39%	-$108K	﹤0.01%	419
2021 Q4	$290K	Sell	19,803 -3,798	-16%	-$55.9K	0.01%	370
2021 Q3	$336K	Buy	+23,601	New	+$346K	0.01%	338
2021 Q2	–	Sell	-12,078	Closed	-$162K	–	383
2021 Q1	$162K	Hold	12,078	–	–	0.01%	357
2020 Q4	$155K	Hold	12,078	–	–	0.01%	337
2020 Q3	$137K	Hold	12,078	–	–	0.01%	296
2020 Q2	$133K	Hold	12,078	–	–	0.01%	288
2020 Q1	$122K	Hold	12,078	–	–	0.01%	272
2019 Q4	$166K	Hold	12,078	–	–	0.01%	316
2019 Q3	$158K	Hold	12,078	–	–	0.01%	285
2019 Q2	$161K	Buy	+12,078	New	+$159K	0.01%	272

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJA

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

Advisors Capital Management's BXMX Position: Q3 2022 in Review

Advisors Capital Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2022, closing a stake of 12,078 shares — an estimated $149K sold.

Advisors Capital Management first reported a position in BXMX in Q2 2019 and held it in 12 quarters. The position peaked at $336K in Q3 2021. 122 funds tracked by Wall St. Rank hold BXMX as of Q3 2022.

Advisors Capital Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2022 after selling out during the quarter.
Advisors Capital Management sold 12,078 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2022, an estimated $149K.
Advisors Capital Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2019 and held it in 12 quarters.
Advisors Capital Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $336K in Q3 2021.
122 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2022.

Based on Advisors Capital Management's 13F filing for Q3 2022, filed 16 Nov 2022.