CFGS
BXMX

Concourse Financial Group Securities’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-4,456
Closed -$62.8K – 286
2024
Q4 		$62.8K Hold
4,456
– – ﹤0.01% 1113
2024
Q3 		$62.2K Hold
4,456
– – ﹤0.01% 1105
2024
Q2 		$61.2K Hold
4,456
– – ﹤0.01% 1098
2024
Q1 		$60K Hold
4,456
– – ﹤0.01% 1106
2023
Q4 		$57.2K Hold
4,456
– – ﹤0.01% 1090
2023
Q3 		$57.5K Hold
4,456
– – ﹤0.01% 1027
2023
Q2 		$60.6K Hold
4,456
– – ﹤0.01% 1024
2023
Q1 		$59.4K Hold
4,456
– – ﹤0.01% 1033
2022
Q4 		$56.4K Sell
4,456
-734
-14% -$9.47K ﹤0.01% 1026
2022
Q3 		$63K Sell
5,190
-2,571
-33% -$34K 0.01% 868
2022
Q2 		$98K Hold
7,761
– – 0.01% 817
2022
Q1 		$112K Hold
7,761
– – 0.01% 817
2021
Q4 		$114K Buy
7,761
+89
+1% +$1.31K 0.01% 951
2021
Q3 		$111K Buy
7,672
+247
+3% +$3.62K 0.01% 943
2021
Q2 		$108K Hold
7,425
– – 0.01% 952
2021
Q1 		$102K Sell
7,425
-150
-2% -$1.93K 0.01% 922
2020
Q4 		$98K Sell
7,575
-1,403
-16% -$16.8K 0.01% 896
2020
Q3 		$103K Sell
8,978
-8
-0.1% -$91 0.01% 769
2020
Q2 		$101K Hold
8,986
– – 0.01% 726
2020
Q1 		$93K Buy
8,986
+1,175
+15% +$14.6K 0.01% 686
2019
Q4 		$107K Buy
7,811
+7,407
+1,833% +$100K 0.01% 688
2019
Q3 		$5K Sell
404
-13,082
-97% -$171K ﹤0.01% 1299
2019
Q2 		$183K Sell
13,486
-300
-2% -$3.94K 0.02% 494
2019
Q1 		$185K Buy
13,786
+1,321
+11% +$17.1K 0.02% 501
2018
Q4 		$150K Buy
12,465
+12,257
+5,893% +$161K 0.02% 512
2018
Q3 		$3K Buy
+208
New +$2.98K ﹤0.01% 1496

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Concourse Financial Group Securities's BXMX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2025, closing a stake of 4,456 shares — an estimated $62.8K sold.

Concourse Financial Group Securities first reported a position in BXMX in Q3 2018 and held it in 26 quarters. The position peaked at $185K in Q1 2019. 163 funds tracked by Wall St. Rank hold BXMX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 4,456 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2025, an estimated $62.8K.
  • Concourse Financial Group Securities first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Nuveen S&P 500 Buy-Write Income Fund position peaked at $185K in Q1 2019.
  • 163 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.