GPS Wealth Strategies Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

GPS Wealth Strategies 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
2024 Q3	–	Sell	-330	Closed	-$4.45K	–	1403
2024 Q2	$4.45K	Buy	330 +6	+2%	+$78	﹤0.01%	1085
2024 Q1	$4.29K	Hold	324	–	–	﹤0.01%	1025
2023 Q4	$4.16K	Buy	324 +12	+4%	+$150	﹤0.01%	1013
2023 Q3	$3.95K	Buy	312 +5	+2%	+$66	﹤0.01%	1012
2023 Q2	$4.1K	Buy	307 +6	+2%	+$79	﹤0.01%	1013
2023 Q1	$3.95K	Buy	+301	New	+$3.94K	﹤0.01%	1016
2022 Q4	–	Sell	-290	Closed	-$3K	–	247
2022 Q3	$3K	Buy	290 +5	+2%	+$66	﹤0.01%	967
2022 Q2	$4K	Buy	285 +5	+2%	+$67	﹤0.01%	907
2022 Q1	$4K	Hold	280	–	–	﹤0.01%	871
2021 Q4	$4K	Buy	280 +8	+3%	+$118	﹤0.01%	883
2021 Q3	$4K	Buy	272 +4	+1%	+$59	﹤0.01%	856
2021 Q2	$4K	Buy	268 +4	+2%	+$56	﹤0.01%	879
2021 Q1	$3K	Buy	+264	New	+$3.4K	﹤0.01%	815

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

RJFSA

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

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

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GPS Wealth Strategies Group's BXMX Position: Q3 2024 in Review

GPS Wealth Strategies Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2024, closing a stake of 330 shares — an estimated $4.45K sold.

GPS Wealth Strategies Group first reported a position in BXMX in Q1 2021 and held it in 13 quarters. The position peaked at $4.45K in Q2 2024. 152 funds tracked by Wall St. Rank hold BXMX as of Q3 2024.

GPS Wealth Strategies Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 330 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2024, an estimated $4.45K.
GPS Wealth Strategies Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2021 and held it in 13 quarters.
GPS Wealth Strategies Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $4.45K in Q2 2024.
152 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2024, filed 29 Oct 2024.