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

Central Trust 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 Q3	–	Sell	-131	Closed	-$1.77K	–	1445
2024 Q2	$1.77K	Buy	+131	New	+$1.71K	﹤0.01%	1297
2021 Q2	–	Sell	-400	Closed	-$5K	–	1191
2021 Q1	$5K	Buy	+400	New	+$5.16K	﹤0.01%	1002
2016 Q4	–	Sell	-2,518	Closed	-$33K	–	1162
2016 Q3	$33K	Hold	2,518	–	–	﹤0.01%	766
2016 Q2	$33K	Hold	2,518	–	–	﹤0.01%	774
2016 Q1	$32K	Buy	+2,518	New	+$30.8K	﹤0.01%	773

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

Central Trust Company's BXMX Position: Q3 2024 in Review

Central Trust Company sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2024, closing a stake of 131 shares — an estimated $1.77K sold.

Central Trust Company first reported a position in BXMX in Q1 2016 and held it in 5 quarters. The position peaked at $33K in Q3 2016. 152 funds tracked by Wall St. Rank hold BXMX as of Q3 2024.

Central Trust Company reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2024 after selling out during the quarter.
Central Trust Company sold 131 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2024, an estimated $1.77K.
Central Trust Company first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2016 and held it in 5 quarters.
Central Trust Company's Nuveen S&P 500 Buy-Write Income Fund position peaked at $33K in Q3 2016.
152 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2024.

Based on Central Trust Company's 13F filing for Q3 2024, filed 22 Oct 2024.