Arbor Capital Management (Alaska)’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Arbor Capital Management (Alaska)’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	-91,957	Closed	-$1.17M	–	112
2023 Q4	$1.17M	Sell	91,957 -1,822	-2%	-$22.8K	0.88%	55
2023 Q3	$1.14M	Buy	93,779 +2,155	+2%	+$28.4K	1.02%	46
2023 Q2	$1.23M	Sell	91,624 -7,357	-7%	-$97.1K	0.96%	48
2023 Q1	$1.3M	Buy	98,981 +1,247	+1%	+$16.3K	1.05%	44
2022 Q4	$1.23M	Buy	97,734 +419	+0.4%	+$5.41K	1.1%	40
2022 Q3	$1.23M	Sell	97,315 -328	-0.3%	-$4.34K	1.11%	37
2022 Q2	$1.21M	Sell	97,643 -820	-0.8%	-$11K	1.15%	38
2022 Q1	$1.41M	Buy	98,463 +12,888	+15%	+$181K	1.08%	44
2021 Q4	$1.25M	Buy	+85,575	New	+$1.26M	0.89%	57

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

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

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

Arbor Capital Management (Alaska)'s BXMX Position: Q1 2024 in Review

Arbor Capital Management (Alaska) sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2024, closing a stake of 91,957 shares — an estimated $1.17M sold.

Arbor Capital Management (Alaska) first reported a position in BXMX in Q4 2021 and held it in 9 quarters. The position peaked at $1.41M in Q1 2022. 149 funds tracked by Wall St. Rank hold BXMX as of Q1 2024.

Arbor Capital Management (Alaska) reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2024 after selling out during the quarter.
Arbor Capital Management (Alaska) sold 91,957 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2024, an estimated $1.17M.
Arbor Capital Management (Alaska) first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2021 and held it in 9 quarters.
Arbor Capital Management (Alaska)'s Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.41M in Q1 2022.
149 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2024.

Based on Arbor Capital Management (Alaska)'s 13F filing for Q1 2024, filed 13 May 2024.