Advisory Services Network’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-15	Closed	-$196	–	1764
2023 Q1	$196	Sell	15 -85	-85%	-$1.11K	﹤0.01%	3848
2022 Q4	$1.26K	Buy	+100	New	+$1.29K	﹤0.01%	3550
2021 Q3	–	Sell	-300	Closed	-$4K	–	1657
2021 Q2	$4K	Buy	+300	New	+$4.22K	﹤0.01%	3116
2021 Q1	–	Sell	-3,661	Closed	-$47K	–	1510
2020 Q4	$47K	Sell	3,661 -5,562	-60%	-$66.7K	﹤0.01%	1710
2020 Q3	$104K	Buy	+9,223	New	+$105K	﹤0.01%	1241
2020 Q2	–	Sell	-10,473	Closed	-$106K	–	1269
2020 Q1	$106K	Sell	10,473 -15,039	-59%	-$187K	0.01%	1045
2019 Q4	$351K	Buy	25,512 +762	+3%	+$10.3K	0.02%	722
2019 Q3	$330K	Hold	24,750	–	–	0.02%	667
2019 Q2	$330K	Sell	24,750 -300	-1%	-$3.94K	0.02%	665
2019 Q1	$331K	Sell	25,050 -150	-0.6%	-$1.94K	0.02%	632
2018 Q4	$304K	Sell	25,200 -25,000	-50%	-$329K	0.03%	584
2018 Q3	$721K	Hold	50,200	–	–	0.05%	431
2018 Q2	$728K	Sell	50,200 -2,174	-4%	-$30.4K	0.06%	427
2018 Q1	$698K	Buy	52,374 +25	+0%	+$345	0.06%	429
2017 Q4	$746K	Buy	52,349 +25	+0%	+$351	0.07%	372
2017 Q3	$731K	Buy	52,324 +1,824	+4%	+$25.3K	0.08%	310
2017 Q2	$699K	Buy	50,500 +1,500	+3%	+$20.8K	0.09%	299
2017 Q1	$649K	Buy	+49,000	New	+$646K	0.09%	283

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

RJA

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

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

Advisory Services Network's BXMX Position: Q2 2023 in Review

Advisory Services Network sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2023, closing a stake of 15 shares — an estimated $196 sold.

Advisory Services Network first reported a position in BXMX in Q1 2017 and held it in 18 quarters. The position peaked at $746K in Q4 2017. 132 funds tracked by Wall St. Rank hold BXMX as of Q2 2023.

Advisory Services Network reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 15 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2023, an estimated $196.
Advisory Services Network first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2017 and held it in 18 quarters.
Advisory Services Network's Nuveen S&P 500 Buy-Write Income Fund position peaked at $746K in Q4 2017.
132 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.