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

Baystate 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
2023 Q4	$6.53K	Buy	+509	New	+$6.37K	﹤0.01%	820
2018 Q4	–	Sell	-126	Closed	-$2K	–	684
2018 Q3	$2K	Buy	126 +2	+2%	+$29	﹤0.01%	510
2018 Q2	$2K	Buy	124 +2	+2%	+$28	﹤0.01%	529
2018 Q1	$2K	Buy	+122	New	+$1.68K	﹤0.01%	492

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

RJFSA

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

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

Baystate Wealth Management's BXMX Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2023: 509 shares worth $6.53K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in BXMX as recently as Q3 2018.

Baystate Wealth Management first reported a position in BXMX in Q1 2018 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold BXMX as of Q4 2023.

Baystate Wealth Management held 509 shares of Nuveen S&P 500 Buy-Write Income Fund worth $6.53K as of Q4 2023.
Nuveen S&P 500 Buy-Write Income Fund was a new Baystate Wealth Management position in Q4 2023.
Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #820 holding.
Baystate Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2018 and has held it in 4 quarters since.
147 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.