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

Chilton Capital 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
2023 Q2	–	Sell	-708	Closed	-$9.27K	–	548
2023 Q1	$9.27K	Buy	+708	New	+$9.27K	﹤0.01%	462
2022 Q3	–	Sell	-1,223	Closed	-$15K	–	265
2022 Q2	$15K	Buy	+1,223	New	+$16.5K	﹤0.01%	420
2022 Q1	–	Sell	-1,223	Closed	-$18K	–	275
2021 Q4	$18K	Buy	+1,223	New	+$18K	﹤0.01%	426

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

RJA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Chilton Capital Management's BXMX Position: Q2 2023 in Review

Chilton Capital Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2023, closing a stake of 708 shares — an estimated $9.27K sold.

Chilton Capital Management first reported a position in BXMX in Q4 2021 and held it in 3 quarters. The position peaked at $18K in Q4 2021. 132 funds tracked by Wall St. Rank hold BXMX as of Q2 2023.

Chilton Capital Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2023 after selling out during the quarter.
Chilton Capital Management sold 708 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2023, an estimated $9.27K.
Chilton Capital Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2021 and held it in 3 quarters.
Chilton Capital Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $18K in Q4 2021.
132 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2023.

Based on Chilton Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.