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

Doliver 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
2020 Q4	–	Sell	-28,111	Closed	-$317K	–	142
2020 Q3	$317K	Sell	28,111 -9,650	-26%	-$110K	0.16%	109
2020 Q2	$415K	Sell	37,761 -3,713	-9%	-$40.4K	0.19%	76
2020 Q1	$450K	Buy	+41,474	New	+$516K	0.22%	61
2017 Q4	–	Sell	-87,676	Closed	-$1.23M	–	307
2017 Q3	$1.23M	Buy	+87,676	New	+$1.21M	0.55%	30
2017 Q1	–	Sell	-66,895	Closed	-$851K	–	229
2016 Q4	$851K	Buy	+66,895	New	+$851K	0.72%	41
2015 Q4	–	Sell	-26,740	Closed	-$323K	–	166
2015 Q3	$323K	Buy	+26,740	New	+$340K	0.24%	118
2015 Q2	–	Sell	-117,846	Closed	-$1.51M	–	281
2015 Q1	$1.51M	Sell	117,846 -44,633	-27%	-$576K	0.97%	16
2014 Q4	$1.97M	Buy	162,479 +149,756	+1,177%	+$1.9M	1.37%	12
2014 Q3	$162K	Buy	+12,723	New	+$166K	0.11%	247
2014 Q2	–	Sell	-19,734	Closed	-$249K	–	238
2014 Q1	$249K	Sell	19,734 -46,850	-70%	-$585K	0.16%	186
2013 Q4	$836K	Buy	66,584 +6,968	+12%	+$86.4K	0.53%	51
2013 Q3	$720K	Buy	59,616 +48,811	+452%	+$607K	0.44%	53
2013 Q2	$136K	Buy	+10,805	New	+$138K	0.08%	317

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Doliver Advisors's BXMX Position: Q4 2020 in Review

Doliver Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2020, closing a stake of 28,111 shares — an estimated $317K sold.

Doliver Advisors first reported a position in BXMX in Q2 2013 and held it in 13 quarters. The position peaked at $1.97M in Q4 2014. 122 funds tracked by Wall St. Rank hold BXMX as of Q4 2020.

Doliver Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2020 after selling out during the quarter.
Doliver Advisors sold 28,111 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2020, an estimated $317K.
Doliver Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 13 quarters.
Doliver Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.97M in Q4 2014.
122 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2020.

Based on Doliver Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.