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

Frontier Wealth 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
2020 Q1	–	Sell	-11,938	Closed	-$164K	–	296
2019 Q4	$164K	Hold	11,938	–	–	0.03%	289
2019 Q3	$156K	Hold	11,938	–	–	0.02%	290
2019 Q2	$159K	Hold	11,938	–	–	0.02%	287
2019 Q1	$158K	Hold	11,938	–	–	0.02%	344
2018 Q4	$144K	Hold	11,938	–	–	0.02%	336
2018 Q3	$172K	Hold	11,938	–	–	0.02%	367
2018 Q2	$168K	Hold	11,938	–	–	0.02%	363
2018 Q1	$159K	Hold	11,938	–	–	0.02%	369
2017 Q4	$170K	Hold	11,938	–	–	0.03%	333
2017 Q3	$167K	Hold	11,938	–	–	0.02%	370
2017 Q2	$165K	Buy	+11,938	New	+$165K	0.03%	363

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Frontier Wealth Management's BXMX Position: Q1 2020 in Review

Frontier Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2020, closing a stake of 11,938 shares — an estimated $164K sold.

Frontier Wealth Management first reported a position in BXMX in Q2 2017 and held it in 11 quarters. The position peaked at $172K in Q3 2018. 121 funds tracked by Wall St. Rank hold BXMX as of Q1 2020.

Frontier Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2020 after selling out during the quarter.
Frontier Wealth Management sold 11,938 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2020, an estimated $164K.
Frontier Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2017 and held it in 11 quarters.
Frontier Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $172K in Q3 2018.
121 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2020.

Based on Frontier Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.