EWM
BXMX

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

Elmwood 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
2022
Q1 		– Sell
-500
Closed -$7K – 132
2021
Q4 		$7K Buy
+500
New +$7.36K ﹤0.01% 303
2021
Q2 		$7K Hold
500
– – ﹤0.01% 271
2021
Q1 		$7K Buy
+500
New +$6.45K ﹤0.01% 257
2020
Q3 		$11K Hold
1,000
– – 0.01% 186
2020
Q2 		$11K Buy
+1,000
New +$10.9K 0.01% 186

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elmwood Wealth Management's BXMX Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2022, closing a stake of 500 shares — an estimated $7K sold.

Elmwood Wealth Management first reported a position in BXMX in Q2 2020 and held it in 5 quarters. The position peaked at $11K in Q3 2020. 118 funds tracked by Wall St. Rank hold BXMX as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 500 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2022, an estimated $7K.
  • Elmwood Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2020 and held it in 5 quarters.
  • Elmwood Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $11K in Q3 2020.
  • 118 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.