Bel Air Investment Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Bel Air Investment 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
2021 Q2	$149K	Buy	+10,375	New	+$146K	﹤0.01%	374

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

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

RJFSA

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

Bel Air Investment Advisors's BXMX Position: Q2 2021 in Review

Bel Air Investment Advisors opened a new position in Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2021: 10,375 shares worth $149K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings.

111 funds tracked by Wall St. Rank hold BXMX as of Q2 2021.

Bel Air Investment Advisors held 10,375 shares of Nuveen S&P 500 Buy-Write Income Fund worth $149K as of Q2 2021.
Nuveen S&P 500 Buy-Write Income Fund was a new Bel Air Investment Advisors position in Q2 2021.
Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #374 holding.
111 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.