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

Formidable Asset 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
2016 Q2	–	Sell	-1,064	Closed	-$13K	–	195
2016 Q1	$13K	Hold	1,064	–	–	0.01%	314
2015 Q4	$13K	Hold	1,064	–	–	0.01%	352
2015 Q3	$12K	Hold	1,064	–	–	0.01%	376
2015 Q2	$14K	Hold	1,064	–	–	0.01%	315
2015 Q1	$14K	Hold	1,064	–	–	0.01%	310
2014 Q4	$13K	Hold	1,064	–	–	0.01%	303
2014 Q3	$14K	Hold	1,064	–	–	0.01%	286
2014 Q2	$14K	Hold	1,064	–	–	0.01%	306
2014 Q1	$14K	Hold	1,064	–	–	0.01%	282
2013 Q4	$13K	Hold	1,064	–	–	0.01%	303
2013 Q3	$13K	Buy	+1,064	New	+$13.2K	0.01%	267

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Formidable Asset Management's BXMX Position: Q2 2016 in Review

Formidable Asset Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2016, closing a stake of 1,064 shares — an estimated $13K sold.

Formidable Asset Management first reported a position in BXMX in Q3 2013 and held it in 11 quarters. The position peaked at $14K in Q2 2015. 83 funds tracked by Wall St. Rank hold BXMX as of Q2 2016.

Formidable Asset Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2016 after selling out during the quarter.
Formidable Asset Management sold 1,064 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2016, an estimated $13K.
Formidable Asset Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2013 and held it in 11 quarters.
Formidable Asset Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $14K in Q2 2015.
83 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.