Claraphi Advisory Network’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Claraphi Advisory Network’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
2022 Q4	$608K	Sell	48,030 -14,624	-23%	-$189K	0.24%	111
2022 Q3	$744K	Sell	62,654 -40,056	-39%	-$530K	0.4%	58
2022 Q2	$1.27M	Sell	102,710 -8,355	-8%	-$112K	0.45%	49
2022 Q1	$1.58M	Buy	111,065 +86,949	+361%	+$1.22M	0.46%	48
2021 Q4	$353K	Sell	24,116 -159	-0.7%	-$2.34K	0.12%	186
2021 Q3	$345K	Sell	24,275 -1	-0%	-$15	0.12%	192
2021 Q2	$349K	Sell	24,276 -110	-0.5%	-$1.55K	0.11%	216
2021 Q1	$329K	Sell	24,386 -29,280	-55%	-$378K	0.09%	218
2020 Q4	$691K	Sell	53,666 -288	-0.5%	-$3.46K	0.19%	111
2020 Q3	$609K	Sell	53,954 -25,540	-32%	-$292K	0.22%	97
2020 Q2	$874K	Sell	79,494 -104,341	-57%	-$1.13M	0.37%	52
2020 Q1	$1.86M	Sell	183,835 -188,598	-51%	-$2.35M	0.88%	17
2019 Q4	$5.12M	Buy	372,433 +18,935	+5%	+$256K	3.13%	6
2019 Q3	$4.62M	Buy	353,498 +74,582	+27%	+$974K	2.8%	6
2019 Q2	$3.71M	Buy	278,916 +39,152	+16%	+$514K	2.18%	5
2019 Q1	$3.17M	Buy	239,764 +110,793	+86%	+$1.43M	1.98%	6
2018 Q4	$1.56M	Sell	128,971 -37,334	-22%	-$491K	1.19%	14
2018 Q3	$2.39M	Sell	166,305 -139,009	-46%	-$1.99M	1.33%	8
2018 Q2	$4.3M	Sell	305,314 -139,174	-31%	-$1.94M	2.78%	3
2018 Q1	$5.92M	Sell	444,488 -43,571	-9%	-$601K	4.2%	1
2017 Q4	$6.96M	Buy	+488,059	New	+$6.85M	5.39%	1

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RJA

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

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

Claraphi Advisory Network's BXMX Position: Q4 2022 in Review

Claraphi Advisory Network reduced its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 23% in Q4 2022, selling an estimated $189K and leaving 48,030 shares worth $608K. The position accounts for 0.24% of the portfolio, ranked #111.

Claraphi Advisory Network first reported a position in BXMX in Q4 2017 and has held it in 21 quarters since. The position peaked at $6.96M in Q4 2017. 132 funds tracked by Wall St. Rank hold BXMX as of Q4 2022.

Claraphi Advisory Network held 48,030 shares of Nuveen S&P 500 Buy-Write Income Fund worth $608K as of Q4 2022.
Claraphi Advisory Network sold 14,624 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2022, an estimated $189K.
Nuveen S&P 500 Buy-Write Income Fund made up 0.24% of Claraphi Advisory Network's portfolio in Q4 2022, its #111 holding.
Claraphi Advisory Network first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2017 and has held it in 21 quarters since.
Claraphi Advisory Network's Nuveen S&P 500 Buy-Write Income Fund position peaked at $6.96M in Q4 2017.
132 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.