Creative Planning’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $424K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $138K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $305K | Sell |
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|
2021
Q1 | $328K | Hold |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $286K | Buy |
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|
2020
Q1 | $254K | Buy |
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|
2019
Q4 | $342K | Sell |
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|
2019
Q3 | $339K | Sell |
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|
2019
Q2 | $351K | Sell |
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|
2019
Q1 | $419K | Buy |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $329K | Buy |
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|
2018
Q2 | $295K | Buy |
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|
2018
Q1 | $278K | Sell |
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|
2017
Q4 | $311K | Buy |
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|
2017
Q3 | $290K | Buy |
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|
2017
Q2 | $261K | Buy |
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|
2017
Q1 | $56K | Buy |
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|
2016
Q4 | $6K | Sell |
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|
2016
Q3 | $23K | Sell |
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|
2016
Q2 | $35K | Hold |
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|
2016
Q1 | $34K | Sell |
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|
2015
Q4 | $69K | Buy |
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|
2015
Q3 | $46K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $75K | Buy |
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|
2014
Q4 | $61K | Sell |
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|
2014
Q3 | $69K | Buy |
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|
2014
Q2 | $15K | Hold |
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|
2014
Q1 | $15K | Hold |
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|
2013
Q4 | $15K | Sell |
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|
2013
Q3 | $22K | Buy |
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