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

Compass Wealth 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 Q2	–	Sell	-907	Closed	-$12K	–	400
2024 Q1	$12K	Hold	907	–	–	﹤0.01%	342
2023 Q4	$11.6K	Hold	907	–	–	﹤0.01%	336
2023 Q3	$11.5K	Hold	907	–	–	﹤0.01%	340
2023 Q2	$12.1K	Hold	907	–	–	﹤0.01%	348
2023 Q1	$11.9K	Hold	907	–	–	﹤0.01%	350
2022 Q4	$11.5K	Buy	+907	New	+$11.7K	﹤0.01%	348

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

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

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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 $672B AUM 33.48% 1-Year Est. Return

RJA

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

Compass Wealth Management's BXMX Position: Q2 2024 in Review

Compass Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2024, closing a stake of 907 shares — an estimated $12K sold.

Compass Wealth Management first reported a position in BXMX in Q4 2022 and held it in 6 quarters. The position peaked at $12.1K in Q2 2023. 154 funds tracked by Wall St. Rank hold BXMX as of Q2 2024.

Compass Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2024 after selling out during the quarter.
Compass Wealth Management sold 907 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2024, an estimated $12K.
Compass Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2022 and held it in 6 quarters.
Compass Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $12.1K in Q2 2023.
154 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2024.

Based on Compass Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.