Chesapeake Asset Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Chesapeake Asset Management’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	–	Sell	-1,500	Closed	-$19.3K	–	344
2023 Q4	$19.3K	Hold	1,500	–	–	0.02%	188
2023 Q3	$19K	Hold	1,500	–	–	0.02%	202
2023 Q2	$20.1K	Sell	1,500 -2,462	-62%	-$32.5K	0.02%	198
2023 Q1	$51.9K	Buy	+3,962	New	+$51.9K	0.05%	139

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Chesapeake Asset Management's BXMX Position: Q1 2024 in Review

Chesapeake Asset Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2024, closing a stake of 1,500 shares — an estimated $19.3K sold.

Chesapeake Asset Management first reported a position in BXMX in Q1 2023 and held it in 4 quarters. The position peaked at $51.9K in Q1 2023. 149 funds tracked by Wall St. Rank hold BXMX as of Q1 2024.

Chesapeake Asset Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2024 after selling out during the quarter.
Chesapeake Asset Management sold 1,500 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2024, an estimated $19.3K.
Chesapeake Asset Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2023 and held it in 4 quarters.
Chesapeake Asset Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $51.9K in Q1 2023.
149 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2024.

Based on Chesapeake Asset Management's 13F filing for Q1 2024, filed 5 Jan 2026.