BPA
BXMX

Beacon Pointe Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Beacon Pointe Advisors’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
2024
Q1 		– Sell
-10,550
Closed -$135K – 1358
2023
Q4 		$135K Buy
10,550
+113
+1% +$1.41K ﹤0.01% 1256
2023
Q3 		$132K Buy
+10,437
New +$138K ﹤0.01% 1262

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 $377B AUM 19.32% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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

Beacon Pointe Advisors's BXMX Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2024, closing a stake of 10,550 shares — an estimated $135K sold.

Beacon Pointe Advisors first reported a position in BXMX in Q3 2023 and held it in 2 quarters. The position peaked at $135K in Q4 2023. 149 funds tracked by Wall St. Rank hold BXMX as of Q1 2024.

  • Beacon Pointe Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,550 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2024, an estimated $135K.
  • Beacon Pointe Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2023 and held it in 2 quarters.
  • Beacon Pointe Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $135K in Q4 2023.
  • 149 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.