BFM
BXMX

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

Boothbay Fund 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
2024
Q4 		– Sell
-33,084
Closed -$454K – 1526
2024
Q3 		$454K Hold
33,084
– – 0.01% 1024
2024
Q2 		$447K Buy
+33,084
New +$433K 0.01% 1028
2015
Q1 		– Sell
-19,735
Closed -$239K – 335
2014
Q4 		$239K Buy
+19,735
New +$251K 0.18% 206

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boothbay Fund Management's BXMX Position: Q4 2024 in Review

Boothbay Fund Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2024, closing a stake of 33,084 shares — an estimated $454K sold.

Boothbay Fund Management first reported a position in BXMX in Q4 2014 and held it in 3 quarters. The position peaked at $454K in Q3 2024. 170 funds tracked by Wall St. Rank hold BXMX as of Q4 2024.

  • Boothbay Fund Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2024 after selling out during the quarter.
  • Boothbay Fund Management sold 33,084 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2024, an estimated $454K.
  • Boothbay Fund Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 3 quarters.
  • Boothbay Fund Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $454K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2024.

Based on Boothbay Fund Management's 13F filing for Q4 2024, filed 14 Feb 2025.