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

Baldwin Wealth Partners’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 Q2	–	Sell	-1,061	Closed	-$13.9K	–	768
2023 Q1	$13.9K	Hold	1,061	–	–	﹤0.01%	588
2022 Q4	$13.4K	Hold	1,061	–	–	﹤0.01%	583
2022 Q3	$13K	Hold	1,061	–	–	﹤0.01%	490
2022 Q2	$13K	Hold	1,061	–	–	﹤0.01%	509
2022 Q1	$15K	Buy	+1,061	New	+$14.9K	﹤0.01%	501

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Baldwin Wealth Partners's BXMX Position: Q2 2023 in Review

Baldwin Wealth Partners sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2023, closing a stake of 1,061 shares — an estimated $13.9K sold.

Baldwin Wealth Partners first reported a position in BXMX in Q1 2022 and held it in 5 quarters. The position peaked at $15K in Q1 2022. 132 funds tracked by Wall St. Rank hold BXMX as of Q2 2023.

Baldwin Wealth Partners reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 1,061 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2023, an estimated $13.9K.
Baldwin Wealth Partners first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2022 and held it in 5 quarters.
Baldwin Wealth Partners's Nuveen S&P 500 Buy-Write Income Fund position peaked at $15K in Q1 2022.
132 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2023.

Based on Baldwin Wealth Partners's 13F filing for Q2 2023, filed 14 Jul 2023.