Benjamin F. Edwards & Company’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$12K	Hold	868	–	–	﹤0.01%	1668
2024 Q1	$11K	Sell	868 -1,289	-60%	-$16.8K	﹤0.01%	1670
2023 Q4	$28K	Hold	2,157	–	–	﹤0.01%	1389
2023 Q3	$27K	Sell	2,157 -317	-13%	-$4.18K	﹤0.01%	1187
2023 Q2	$33K	Sell	2,474 -991	-29%	-$13.1K	﹤0.01%	1170
2023 Q1	$45K	Sell	3,465 -266	-7%	-$3.48K	﹤0.01%	1120
2022 Q4	$47K	Sell	3,731 -269	-7%	-$3.47K	﹤0.01%	1088
2022 Q3	$48K	Sell	4,000 -306	-7%	-$4.05K	﹤0.01%	1064
2022 Q2	$53K	Buy	4,306 +4,111	+2,108%	+$55.3K	﹤0.01%	1022
2022 Q1	$3K	Buy	+195	New	+$2.73K	﹤0.01%	1598
2019 Q2	–	Sell	-1	Closed	–	–	1908
2019 Q1	$0	Buy	+1	New	+$13	﹤0.01%	1701

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Benjamin F. Edwards & Company's BXMX Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Nuveen S&P 500 Buy-Write Income Fund (BXMX) position steady in Q2 2024 at 868 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Benjamin F. Edwards & Company first reported a position in BXMX in Q1 2019 and has held it in 11 quarters since. The position peaked at $53K in Q2 2022. 154 funds tracked by Wall St. Rank hold BXMX as of Q2 2024.

Benjamin F. Edwards & Company held 868 shares of Nuveen S&P 500 Buy-Write Income Fund worth $12K as of Q2 2024.
Benjamin F. Edwards & Company left its Nuveen S&P 500 Buy-Write Income Fund share count unchanged in Q2 2024.
Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1668 holding.
Benjamin F. Edwards & Company first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2019 and has held it in 11 quarters since.
Benjamin F. Edwards & Company's Nuveen S&P 500 Buy-Write Income Fund position peaked at $53K in Q2 2022.
154 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.