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

Cornerstone Advisory’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 Q1	–	Sell	-2,359	Closed	-$35K	–	281
2021 Q4	$35K	Buy	+2,359	New	+$34.7K	0.01%	459
2021 Q1	–	Sell	-12,359	Closed	-$159K	–	205
2020 Q4	$159K	Buy	12,359 +24	+0.2%	+$288	0.03%	202
2020 Q3	$139K	Buy	12,335 +25	+0.2%	+$286	0.03%	184
2020 Q2	$135K	Buy	12,310 +29	+0.2%	+$315	0.04%	162
2020 Q1	$124K	Buy	12,281 +20	+0.2%	+$249	0.04%	151
2019 Q4	$169K	Buy	12,261 +22	+0.2%	+$298	0.04%	168
2019 Q3	$160K	Buy	12,239 +21	+0.2%	+$274	0.03%	153
2019 Q2	$163K	Buy	12,218 +20	+0.2%	+$263	0.04%	157
2019 Q1	$161K	Buy	12,198 +23	+0.2%	+$297	0.04%	151
2018 Q4	$147K	Buy	12,175 +19	+0.2%	+$250	0.04%	141
2018 Q3	$175K	Buy	12,156 +19	+0.2%	+$273	0.05%	144
2018 Q2	$171K	Buy	12,137 +20	+0.2%	+$279	0.06%	137
2018 Q1	$161K	Buy	12,117 +17	+0.1%	+$235	0.06%	138
2017 Q4	$172K	Buy	12,100 +17	+0.1%	+$239	0.06%	140
2017 Q3	$169K	Buy	12,083 +17	+0.1%	+$235	0.06%	141
2017 Q2	$167K	Buy	12,066 +35	+0.3%	+$485	0.06%	139
2017 Q1	$159K	Buy	+12,031	New	+$159K	0.08%	117

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 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

Cornerstone Advisory's BXMX Position: Q1 2022 in Review

Cornerstone Advisory sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2022, closing a stake of 2,359 shares — an estimated $35K sold.

Cornerstone Advisory first reported a position in BXMX in Q1 2017 and held it in 17 quarters. The position peaked at $175K in Q3 2018. 118 funds tracked by Wall St. Rank hold BXMX as of Q1 2022.

Cornerstone Advisory reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 2,359 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2022, an estimated $35K.
Cornerstone Advisory first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2017 and held it in 17 quarters.
Cornerstone Advisory's Nuveen S&P 500 Buy-Write Income Fund position peaked at $175K in Q3 2018.
118 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.