BAAM
BXMX

Baker Avenue Asset Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-612
Closed -$7.75K – 530
2023
Q3 		$7.75K Buy
+612
New +$8.08K ﹤0.01% 825

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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Baker Avenue Asset Management's BXMX Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2023, closing a stake of 612 shares — an estimated $7.75K sold.

Baker Avenue Asset Management first reported a position in BXMX in Q3 2023 and held it in 1 quarter. The position peaked at $7.75K in Q3 2023. 147 funds tracked by Wall St. Rank hold BXMX as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 612 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2023, an estimated $7.75K.
  • Baker Avenue Asset Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $7.75K in Q3 2023.
  • 147 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.