AWA
BXMX

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

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-2,291
Closed -$32K – 747
2021
Q3 		$32K Sell
2,291
-6,648
-74% -$97.4K ﹤0.01% 1041
2021
Q2 		$128K Buy
8,939
+7,680
+610% +$108K 0.02% 656
2021
Q1 		$16K Sell
1,259
-316
-20% -$4.07K ﹤0.01% 1040
2020
Q4 		$20K Buy
+1,575
New +$18.9K ﹤0.01% 748

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Arkadios Wealth Advisors's BXMX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2021, closing a stake of 2,291 shares — an estimated $32K sold.

Arkadios Wealth Advisors first reported a position in BXMX in Q4 2020 and held it in 4 quarters. The position peaked at $128K in Q2 2021. 114 funds tracked by Wall St. Rank hold BXMX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,291 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2021, an estimated $32K.
  • Arkadios Wealth Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $128K in Q2 2021.
  • 114 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.