FEG
BXMX

Financial Enhancement Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Financial Enhancement Group’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
2021
Q2 		– Sell
-23,559
Closed -$318K – 274
2021
Q1 		$318K Sell
23,559
-7,199
-23% -$92.8K 0.06% 78
2020
Q4 		$396K Buy
+30,758
New +$369K 0.08% 83

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Enhancement Group's BXMX Position: Q2 2021 in Review

Financial Enhancement Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2021, closing a stake of 23,559 shares — an estimated $318K sold.

Financial Enhancement Group first reported a position in BXMX in Q4 2020 and held it in 2 quarters. The position peaked at $396K in Q4 2020. 111 funds tracked by Wall St. Rank hold BXMX as of Q2 2021.

  • Financial Enhancement Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2021 after selling out during the quarter.
  • Financial Enhancement Group sold 23,559 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2021, an estimated $318K.
  • Financial Enhancement Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2020 and held it in 2 quarters.
  • Financial Enhancement Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $396K in Q4 2020.
  • 111 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2021.

Based on Financial Enhancement Group's 13F filing for Q2 2021, filed 10 Aug 2021.