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

Capstone Financial 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 Q3	–	Sell	-26,423	Closed	-$357K	–	160
2024 Q2	$357K	Hold	26,423	–	–	0.02%	102
2024 Q1	$350K	Hold	26,423	–	–	0.02%	104
2023 Q4	$339K	Hold	26,423	–	–	0.02%	104
2023 Q3	$335K	Hold	26,423	–	–	0.03%	99
2023 Q2	$353K	Hold	26,423	–	–	0.03%	94
2023 Q1	$346K	Hold	26,423	–	–	0.03%	89
2022 Q4	$334K	Hold	26,423	–	–	0.03%	93
2022 Q3	$314K	Hold	26,423	–	–	0.03%	96
2022 Q2	$327K	Sell	26,423 -2,277	-8%	-$30.7K	0.03%	95
2022 Q1	$409K	Hold	28,700	–	–	0.03%	91
2021 Q4	$420K	Buy	28,700 +10,000	+53%	+$147K	0.03%	89
2021 Q3	$266K	Hold	18,700	–	–	0.02%	105
2021 Q2	$269K	Buy	18,700 +200	+1%	+$2.82K	0.02%	103
2021 Q1	$249K	Buy	18,500 +7,000	+61%	+$90.3K	0.02%	95
2020 Q4	$148K	Buy	+11,500	New	+$138K	0.01%	110

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capstone Financial Advisors's BXMX Position: Q3 2024 in Review

Capstone Financial Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2024, closing a stake of 26,423 shares — an estimated $357K sold.

Capstone Financial Advisors first reported a position in BXMX in Q4 2020 and held it in 15 quarters. The position peaked at $420K in Q4 2021. 152 funds tracked by Wall St. Rank hold BXMX as of Q3 2024.

Capstone Financial Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2024 after selling out during the quarter.
Capstone Financial Advisors sold 26,423 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2024, an estimated $357K.
Capstone Financial Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2020 and held it in 15 quarters.
Capstone Financial Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $420K in Q4 2021.
152 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2024.

Based on Capstone Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.