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

Clarus Wealth 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
2019 Q2	–	Sell	-1,000	Closed	-$13K	–	592
2019 Q1	$13K	Sell	1,000 -1,250	-56%	-$16.2K	0.01%	479
2018 Q4	$27K	Hold	2,250	–	–	0.04%	353
2018 Q3	$32K	Hold	2,250	–	–	0.02%	357
2018 Q2	$30K	Buy	+2,250	New	+$31.4K	0.02%	362

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $570B AUM 27.57% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Clarus Wealth Advisors's BXMX Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2019, closing a stake of 1,000 shares — an estimated $13K sold.

Clarus Wealth Advisors first reported a position in BXMX in Q2 2018 and held it in 4 quarters. The position peaked at $32K in Q3 2018. 102 funds tracked by Wall St. Rank hold BXMX as of Q2 2019.

Clarus Wealth Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2019, an estimated $13K.
Clarus Wealth Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $32K in Q3 2018.
102 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.