AWM
BXMX

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

AllSquare 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
2018
Q2 		– Sell
-230
Closed -$3K – 483
2018
Q1 		$3K Buy
+230
New +$3.17K ﹤0.01% 345

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AllSquare Wealth Management's BXMX Position: Q2 2018 in Review

AllSquare Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2018, closing a stake of 230 shares — an estimated $3K sold.

AllSquare Wealth Management first reported a position in BXMX in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 102 funds tracked by Wall St. Rank hold BXMX as of Q2 2018.

  • AllSquare Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 230 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2018, an estimated $3K.
  • AllSquare Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2018 and held it in 1 quarter.
  • AllSquare Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $3K in Q1 2018.
  • 102 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2018.

Based on AllSquare Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.