CA
BXMX

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

Clearstead 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
2022
Q2 		– Sell
-1,000
Closed -$14K – 1295
2022
Q1 		$14K Hold
1,000
– – ﹤0.01% 925
2021
Q4 		$15K Buy
+1,000
New +$14.7K ﹤0.01% 871

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors's BXMX Position: Q2 2022 in Review

Clearstead Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2022, closing a stake of 1,000 shares — an estimated $14K sold.

Clearstead Advisors first reported a position in BXMX in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 125 funds tracked by Wall St. Rank hold BXMX as of Q2 2022.

  • Clearstead Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2022 after selling out during the quarter.
  • Clearstead Advisors sold 1,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2022, an estimated $14K.
  • Clearstead Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2021 and held it in 2 quarters.
  • Clearstead Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $15K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.