Barber Financial Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Barber Financial Group’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 Q1	$169K	Buy	+12,902	New	+$169K	0.03%	142

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

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

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

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

Barber Financial Group's BXMX Position: Q1 2023 in Review

Barber Financial Group opened a new position in Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2023: 12,902 shares worth $169K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings.

126 funds tracked by Wall St. Rank hold BXMX as of Q1 2023.

Barber Financial Group held 12,902 shares of Nuveen S&P 500 Buy-Write Income Fund worth $169K as of Q1 2023.
Nuveen S&P 500 Buy-Write Income Fund was a new Barber Financial Group position in Q1 2023.
Nuveen S&P 500 Buy-Write Income Fund made up 0.03% of Barber Financial Group's portfolio in Q1 2023, its #142 holding.
126 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.