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

Centaurus Financial’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	–	Sell	-13,907	Closed	-$184K	–	803
2024 Q1	$184K	Sell	13,907 -11,402	-45%	-$149K	0.01%	638
2023 Q4	$325K	Buy	25,309 +3,146	+14%	+$39.3K	0.02%	459
2023 Q3	$281K	Buy	22,163 +10,420	+89%	+$138K	0.02%	481
2023 Q2	$157K	Sell	11,743 -2,699	-19%	-$35.6K	0.01%	623
2023 Q1	$189K	Buy	14,442 +2,131	+17%	+$27.9K	0.02%	679
2022 Q4	$156K	Buy	12,311 +3,690	+43%	+$47.6K	0.01%	666
2022 Q3	$102K	Buy	+8,621	New	+$114K	0.01%	814

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

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

RJA

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

Centaurus Financial's BXMX Position: Q2 2024 in Review

Centaurus Financial sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2024, closing a stake of 13,907 shares — an estimated $184K sold.

Centaurus Financial first reported a position in BXMX in Q3 2022 and held it in 7 quarters. The position peaked at $325K in Q4 2023. 154 funds tracked by Wall St. Rank hold BXMX as of Q2 2024.

Centaurus Financial reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2024 after selling out during the quarter.
Centaurus Financial sold 13,907 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2024, an estimated $184K.
Centaurus Financial first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2022 and held it in 7 quarters.
Centaurus Financial's Nuveen S&P 500 Buy-Write Income Fund position peaked at $325K in Q4 2023.
154 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2024.

Based on Centaurus Financial's 13F filing for Q2 2024, filed 23 Sep 2024.