EH
BXMX

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

Equitable Holdings’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
2023
Q4 		– Sell
-17,311
Closed -$219K – 1135
2023
Q3 		$219K Sell
17,311
-4,017
-19% -$53K ﹤0.01% 978
2023
Q2 		$285K Buy
21,328
+723
+4% +$9.54K ﹤0.01% 863
2023
Q1 		$270K Hold
20,605
– – ﹤0.01% 836
2022
Q4 		$261K Sell
20,605
-118
-0.6% -$1.52K ﹤0.01% 775
2022
Q3 		$246K Sell
20,723
-63
-0.3% -$834 ﹤0.01% 743
2022
Q2 		$257K Buy
20,786
+74
+0.4% +$996 ﹤0.01% 741
2022
Q1 		$295K Hold
20,712
– – ﹤0.01% 719
2021
Q4 		$303K Buy
20,712
+5,654
+38% +$83.2K ﹤0.01% 697
2021
Q3 		$214K Buy
15,058
+3,532
+31% +$51.8K ﹤0.01% 782
2021
Q2 		$166K Sell
11,526
-469
-4% -$6.61K ﹤0.01% 793
2021
Q1 		$162K Buy
11,995
+120
+1% +$1.55K ﹤0.01% 729
2020
Q4 		$153K Buy
11,875
+1,138
+11% +$13.7K ﹤0.01% 663
2020
Q3 		$121K Hold
10,737
– – ﹤0.01% 609
2020
Q2 		$118K Buy
10,737
+43
+0.4% +$468 ﹤0.01% 609
2020
Q1 		$108K Buy
+10,694
New +$133K ﹤0.01% 565

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Equitable Holdings's BXMX Position: Q4 2023 in Review

Equitable Holdings sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2023, closing a stake of 17,311 shares — an estimated $219K sold.

Equitable Holdings first reported a position in BXMX in Q1 2020 and held it in 15 quarters. The position peaked at $303K in Q4 2021. 147 funds tracked by Wall St. Rank hold BXMX as of Q4 2023.

  • Equitable Holdings reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2023 after selling out during the quarter.
  • Equitable Holdings sold 17,311 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2023, an estimated $219K.
  • Equitable Holdings first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2020 and held it in 15 quarters.
  • Equitable Holdings's Nuveen S&P 500 Buy-Write Income Fund position peaked at $303K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2023.

Based on Equitable Holdings's 13F filing for Q4 2023, filed 13 Feb 2024.