FFG
BXMX

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

Fortem Financial 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
Q1 		– Sell
-5,535
Closed -$71K – 203
2020
Q4 		$71K Buy
+5,535
New +$66.4K 0.04% 206

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
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

Fortem Financial Group's BXMX Position: Q1 2021 in Review

Fortem Financial Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2021, closing a stake of 5,535 shares — an estimated $71K sold.

Fortem Financial Group first reported a position in BXMX in Q4 2020 and held it in 1 quarter. The position peaked at $71K in Q4 2020. 121 funds tracked by Wall St. Rank hold BXMX as of Q1 2021.

  • Fortem Financial Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 5,535 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2021, an estimated $71K.
  • Fortem Financial Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $71K in Q4 2020.
  • 121 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.