CA
BXMX

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

Cetera 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
Q1 		$299K Buy
22,637
+8,230
+57% +$107K ﹤0.01% 1944
2023
Q4 		$185K Buy
14,407
+6
+0% +$75 ﹤0.01% 1661
2023
Q3 		$182K Buy
14,401
+6
+0% +$79 ﹤0.01% 1557
2023
Q2 		$192K Buy
14,395
+179
+1% +$2.36K ﹤0.01% 1511
2023
Q1 		$186K Buy
14,216
+186
+1% +$2.43K ﹤0.01% 1497
2022
Q4 		$177K Buy
14,030
+157
+1% +$2.02K ﹤0.01% 1463
2022
Q3 		$165K Buy
13,873
+6
+0% +$79 ﹤0.01% 1162
2022
Q2 		$172K Sell
13,867
-994
-7% -$13.4K ﹤0.01% 1263
2022
Q1 		$212K Buy
14,861
+1,792
+14% +$25.1K ﹤0.01% 1286
2021
Q4 		$191K Buy
13,069
+1,099
+9% +$16.2K ﹤0.01% 1339
2021
Q3 		$170K Sell
11,970
-240
-2% -$3.52K ﹤0.01% 1325
2021
Q2 		$175K Sell
12,210
-20,660
-63% -$291K ﹤0.01% 1260
2021
Q1 		$443K Sell
32,870
-36,236
-52% -$467K 0.01% 785
2020
Q4 		$890K Sell
69,106
-27,426
-28% -$329K 0.03% 450
2020
Q3 		$1.09M Sell
96,532
-1,786
-2% -$20.4K 0.04% 359
2020
Q2 		$1.08M Buy
98,318
+1,463
+2% +$15.9K 0.05% 347
2020
Q1 		$978K Buy
96,855
+287
+0.3% +$3.57K 0.05% 321
2019
Q4 		$1.33M Buy
96,568
+1,190
+1% +$16.1K 0.06% 307
2019
Q3 		$1.25M Buy
95,378
+2,437
+3% +$31.8K 0.06% 314
2019
Q2 		$1.24M Buy
92,941
+1,957
+2% +$25.7K 0.06% 321
2019
Q1 		$1.2M Sell
90,984
-957
-1% -$12.4K 0.06% 301
2018
Q4 		$1.11M Sell
91,941
-35,220
-28% -$463K 0.06% 295
2018
Q3 		$1.83M Buy
127,161
+29,573
+30% +$424K 0.09% 223
2018
Q2 		$1.37M Buy
+97,588
New +$1.36M 0.08% 254
2018
Q1 		– Sell
-91,844
Closed -$1.31M – 792
2017
Q4 		$1.31M Buy
91,844
+3,543
+4% +$49.7K 0.08% 248
2017
Q3 		$1.23M Sell
88,301
-33,279
-27% -$461K 0.07% 277
2017
Q2 		$1.68M Buy
121,580
+96,251
+380% +$1.33M 0.11% 207
2017
Q1 		$334K Buy
+25,329
New +$334K 0.02% 551
2016
Q4 		– Sell
-16,416
Closed -$217K – 738
2016
Q3 		$217K Sell
16,416
-3,685
-18% -$48.2K 0.02% 647
2016
Q2 		$261K Buy
20,101
+155
+0.8% +$1.98K 0.02% 602
2016
Q1 		$252K Sell
19,946
-2,187
-10% -$26.8K 0.02% 574
2015
Q4 		$294K Buy
22,133
+1,168
+6% +$15K 0.02% 543
2015
Q3 		$254K Sell
20,965
-886
-4% -$11.3K 0.02% 536
2015
Q2 		$283K Buy
21,851
+2,194
+11% +$28.2K 0.02% 543
2015
Q1 		$252K Buy
19,657
+1,242
+7% +$16K 0.02% 557
2014
Q4 		$223K Buy
+18,415
New +$234K 0.02% 571

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Advisors's BXMX Position: Q1 2024 in Review

Cetera Advisors increased its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 57% in Q1 2024, buying an estimated $107K and bringing the position to 22,637 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Cetera Advisors first reported a position in BXMX in Q4 2014 and has held it in 36 quarters since. The position peaked at $1.83M in Q3 2018. 149 funds tracked by Wall St. Rank hold BXMX as of Q1 2024.

  • Cetera Advisors held 22,637 shares of Nuveen S&P 500 Buy-Write Income Fund worth $299K as of Q1 2024.
  • Cetera Advisors bought 8,230 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2024, an estimated $107K.
  • Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1944 holding.
  • Cetera Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and has held it in 36 quarters since.
  • Cetera Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.83M in Q3 2018.
  • 149 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.