AGM
BXMX

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

Alpine Global 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
2023
Q1 		– Sell
-38,373
Closed -$485K – 187
2022
Q4 		$485K Buy
+38,373
New +$495K 0.16% 53
2020
Q2 		– Sell
-32,182
Closed -$325K – 335
2020
Q1 		$325K Buy
+32,182
New +$401K 0.07% 141

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $15.9B AUM 53.4% 1-Year Est. Return

Alpine Global Management's BXMX Position: Q1 2023 in Review

Alpine Global Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2023, closing a stake of 38,373 shares — an estimated $485K sold.

Alpine Global Management first reported a position in BXMX in Q1 2020 and held it in 2 quarters. The position peaked at $485K in Q4 2022. 126 funds tracked by Wall St. Rank hold BXMX as of Q1 2023.

  • Alpine Global Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2023 after selling out during the quarter.
  • Alpine Global Management sold 38,373 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2023, an estimated $485K.
  • Alpine Global Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2020 and held it in 2 quarters.
  • Alpine Global Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $485K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2023.

Based on Alpine Global Management's 13F filing for Q1 2023, filed 15 May 2023.