CT
BXMX

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

Caldwell Trust’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
2020
Q3 		– Sell
-1,043
Closed -$11.5K – 729
2020
Q2 		$11.5K Hold
1,043
– – ﹤0.01% 617
2020
Q1 		$10.5K Hold
1,043
– – ﹤0.01% 626
2019
Q4 		$14.3K Buy
+1,043
New +$14.1K ﹤0.01% 637

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Caldwell Trust's BXMX Position: Q3 2020 in Review

Caldwell Trust sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2020, closing a stake of 1,043 shares — an estimated $11.5K sold.

Caldwell Trust first reported a position in BXMX in Q4 2019 and held it in 3 quarters. The position peaked at $14.3K in Q4 2019. 119 funds tracked by Wall St. Rank hold BXMX as of Q3 2020.

  • Caldwell Trust reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2020 after selling out during the quarter.
  • Caldwell Trust sold 1,043 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2020, an estimated $11.5K.
  • Caldwell Trust first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2019 and held it in 3 quarters.
  • Caldwell Trust's Nuveen S&P 500 Buy-Write Income Fund position peaked at $14.3K in Q4 2019.
  • 119 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.