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

B. Riley 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
2022 Q2	$533	Buy	43,126 +24,926	+137%	+$336K	﹤0.01%	400
2022 Q1	$259K	Buy	18,200 +6,000	+49%	+$84.1K	0.02%	492
2021 Q4	$179K	Buy	+12,200	New	+$179K	0.01%	599
2020 Q4	–	Sell	-22,585	Closed	-$255K	–	402
2020 Q3	$255K	Buy	+22,585	New	+$258K	0.03%	318
2020 Q2	–	Sell	-24,777	Closed	-$250K	–	443
2020 Q1	$250K	Buy	+24,777	New	+$309K	0.03%	391

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 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

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

B. Riley Wealth Management's BXMX Position: Q2 2022 in Review

B. Riley Wealth Management increased its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 137% in Q2 2022, buying an estimated $336K and bringing the position to 43,126 shares worth $533. The position accounts for ﹤0.01% of the portfolio, ranked #400.

B. Riley Wealth Management first reported a position in BXMX in Q1 2020 and has held it in 5 quarters since. The position peaked at $259K in Q1 2022. 125 funds tracked by Wall St. Rank hold BXMX as of Q2 2022.

B. Riley Wealth Management held 43,126 shares of Nuveen S&P 500 Buy-Write Income Fund worth $533 as of Q2 2022.
B. Riley Wealth Management bought 24,926 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2022, an estimated $336K.
Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #400 holding.
B. Riley Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2020 and has held it in 5 quarters since.
B. Riley Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $259K in Q1 2022.
125 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.