HFM
BXMX

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

Hartford Financial 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
2021
Q4 		– Sell
-39
Closed -$1K – 366
2021
Q3 		$1K Hold
39
– – ﹤0.01% 385
2021
Q2 		$1K Hold
39
– – ﹤0.01% 369
2021
Q1 		$1K Hold
39
– – ﹤0.01% 380
2020
Q4 		$1K Buy
+39
New +$468 ﹤0.01% 345

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hartford Financial Management's BXMX Position: Q4 2021 in Review

Hartford Financial Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2021, closing a stake of 39 shares — an estimated $1K sold.

Hartford Financial Management first reported a position in BXMX in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 114 funds tracked by Wall St. Rank hold BXMX as of Q4 2021.

  • Hartford Financial Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2021 after selling out during the quarter.
  • Hartford Financial Management sold 39 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2021, an estimated $1K.
  • Hartford Financial Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2020 and held it in 4 quarters.
  • Hartford Financial Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1K in Q3 2021.
  • 114 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2021.

Based on Hartford Financial Management's 13F filing for Q4 2021, filed 27 Jan 2022.