EP
BXMX

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

Eudaimonia Partners’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
Q3 		– Sell
-10,993
Closed -$147K – 331
2023
Q2 		$147K Sell
10,993
-1,582
-13% -$20.9K 0.03% 330
2023
Q1 		$165K Hold
12,575
– – 0.04% 329
2022
Q4 		$159K Buy
12,575
+287
+2% +$3.7K 0.04% 325
2022
Q3 		$146K Sell
12,288
-974
-7% -$12.9K 0.04% 322
2022
Q2 		$164K Buy
13,262
+26
+0.2% +$350 0.03% 371
2022
Q1 		$189K Buy
+13,236
New +$186K 0.03% 388
2021
Q3 		$205K Buy
14,435
+1,274
+10% +$18.7K 0.04% 369
2021
Q2 		$189K Sell
13,161
-396
-3% -$5.58K 0.04% 371
2021
Q1 		$183K Sell
13,557
-908
-6% -$11.7K 0.04% 349
2020
Q4 		$186K Buy
14,465
+2,212
+18% +$26.5K 0.04% 320
2020
Q3 		$138K Sell
12,253
-1,472
-11% -$16.8K 0.04% 337
2020
Q2 		$151K Sell
13,725
-4,139
-23% -$45K 0.06% 274
2020
Q1 		$180K Buy
17,864
+7,100
+66% +$88.4K 0.08% 230
2019
Q4 		$148K Buy
+10,764
New +$146K 0.06% 283

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Eudaimonia Partners's BXMX Position: Q3 2023 in Review

Eudaimonia Partners sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2023, closing a stake of 10,993 shares — an estimated $147K sold.

Eudaimonia Partners first reported a position in BXMX in Q4 2019 and held it in 14 quarters. The position peaked at $205K in Q3 2021. 135 funds tracked by Wall St. Rank hold BXMX as of Q3 2023.

  • Eudaimonia Partners reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2023 after selling out during the quarter.
  • Eudaimonia Partners sold 10,993 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2023, an estimated $147K.
  • Eudaimonia Partners first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2019 and held it in 14 quarters.
  • Eudaimonia Partners's Nuveen S&P 500 Buy-Write Income Fund position peaked at $205K in Q3 2021.
  • 135 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2023.

Based on Eudaimonia Partners's 13F filing for Q3 2023, filed 24 Oct 2023.