AWM
BXMX

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

AE 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
2024
Q1 		– Sell
-22,590
Closed -$292K – 1264
2023
Q4 		$292K Sell
22,590
-775
-3% -$9.69K ﹤0.01% 1716
2023
Q3 		$296K Sell
23,365
-937
-4% -$12.4K ﹤0.01% 1619
2023
Q2 		$325K Sell
24,302
-291
-1% -$3.84K ﹤0.01% 1584
2023
Q1 		$322K Buy
24,593
+1,935
+9% +$25.3K ﹤0.01% 1518
2022
Q4 		$287K Sell
22,658
-1,476
-6% -$19K ﹤0.01% 1518
2022
Q3 		$287K Buy
24,134
+2,080
+9% +$27.5K ﹤0.01% 1488
2022
Q2 		$273K Buy
22,054
+3,128
+17% +$42.1K ﹤0.01% 1471
2022
Q1 		$270K Buy
+18,926
New +$265K ﹤0.01% 1465
2021
Q1 		– Sell
-10,715
Closed -$138K – 1488
2020
Q4 		$138K Buy
10,715
+652
+6% +$7.82K ﹤0.01% 1297
2020
Q3 		$114K Sell
10,063
-1,242
-11% -$14.2K ﹤0.01% 1204
2020
Q2 		$124K Buy
11,305
+571
+5% +$6.21K ﹤0.01% 1179
2020
Q1 		$108K Sell
10,734
-183
-2% -$2.28K ﹤0.01% 1045
2019
Q4 		$150K Buy
+10,917
New +$148K ﹤0.01% 1076
2017
Q4 		– Sell
-15,799
Closed -$221K – 425
2017
Q3 		$221K Hold
15,799
– – 0.02% 365
2017
Q2 		$219K Buy
+15,799
New +$219K 0.03% 341

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AE Wealth Management's BXMX Position: Q1 2024 in Review

AE Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2024, closing a stake of 22,590 shares — an estimated $292K sold.

AE Wealth Management first reported a position in BXMX in Q2 2017 and held it in 15 quarters. The position peaked at $325K in Q2 2023. 149 funds tracked by Wall St. Rank hold BXMX as of Q1 2024.

  • AE Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 22,590 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2024, an estimated $292K.
  • AE Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2017 and held it in 15 quarters.
  • AE Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $325K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.