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

Fidelity Investments’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 Q2	–	Sell	-2	Closed	-$26	–	5388
2023 Q1	$26	Buy	+2	New	+$26	﹤0.01%	5065
2022 Q4	–	Sell	-1	Closed	–	–	5362
2022 Q3	$0	Buy	+1	New	+$13	﹤0.01%	4882
2021 Q2	–	Sell	-1	Closed	–	–	4276
2021 Q1	$0	Buy	+1	New	+$13	﹤0.01%	4007
2020 Q1	–	Sell	-1	Closed	–	–	3648
2019 Q4	$0	Buy	+1	New	+$14	﹤0.01%	3802
2019 Q3	–	Sell	-310	Closed	-$4K	–	3793
2019 Q2	$4K	Sell	310 -1,187	-79%	-$15.6K	﹤0.01%	3401
2019 Q1	$20K	Buy	1,497 +1,496	+149,600%	+$19.3K	﹤0.01%	2969
2018 Q4	$0	Hold	1	–	–	﹤0.01%	3548
2018 Q3	$0	Buy	+1	New	+$14	﹤0.01%	3525

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fidelity Investments's BXMX Position: Q2 2023 in Review

Fidelity Investments sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2023, closing a stake of 2 shares — an estimated $26 sold.

Fidelity Investments first reported a position in BXMX in Q3 2018 and held it in 8 quarters. The position peaked at $20K in Q1 2019. 132 funds tracked by Wall St. Rank hold BXMX as of Q2 2023.

Fidelity Investments reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2023 after selling out during the quarter.
Fidelity Investments sold 2 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2023, an estimated $26.
Fidelity Investments first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2018 and held it in 8 quarters.
Fidelity Investments's Nuveen S&P 500 Buy-Write Income Fund position peaked at $20K in Q1 2019.
132 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2023.

Based on Fidelity Investments's 13F filing for Q2 2023, filed 11 Aug 2023.