AWS
BXMX

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

Atria Wealth Solutions’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
2025
Q2 		$211K Sell
14,914
-33,582
-69% -$441K ﹤0.01% 1366
2025
Q1 		$646K Sell
48,496
-2,994
-6% -$41.2K 0.01% 1075
2024
Q4 		$720K Sell
51,490
-400
-0.8% -$5.54K 0.01% 1062
2024
Q3 		$721K Buy
51,890
+2,026
+4% +$27.1K 0.01% 1054
2024
Q2 		$682K Buy
49,864
+10,437
+26% +$136K 0.01% 1067
2024
Q1 		$528K Hold
39,427
– – 0.01% 1237
2023
Q4 		$506K Sell
39,427
-2,975
-7% -$37.2K 0.01% 1203
2023
Q3 		$544K Sell
42,402
-145,219
-77% -$1.92M 0.01% 1094
2023
Q2 		$2.55M Buy
187,621
+19,979
+12% +$264K 0.03% 490
2023
Q1 		$2.23M Buy
167,642
+34,813
+26% +$456K 0.03% 507
2022
Q4 		$1.68M Buy
132,829
+35,944
+37% +$464K 0.03% 578
2022
Q3 		$1.17M Buy
96,885
+33,466
+53% +$443K 0.02% 666
2022
Q2 		$795K Buy
63,419
+6,551
+12% +$88.2K 0.01% 796
2022
Q1 		$823K Buy
+56,868
New +$797K 0.01% 812

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $12.9B AUM 27.3% 1-Year Est. Return