Hochman Cole Investment Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Hochman Cole Investment Advisors’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 Q3	$339K	Buy	+23,808	New	+$349K	0.13%	94
2021 Q2	–	Sell	-64,163	Closed	-$865K	–	127
2021 Q1	$865K	Sell	64,163 -2,403	-4%	-$31K	0.36%	49
2020 Q4	$857K	Buy	66,566 +24,928	+60%	+$299K	0.37%	46
2020 Q3	$470K	Buy	41,638 +24,974	+150%	+$285K	0.23%	71
2020 Q2	$183K	Hold	16,664	–	–	0.1%	106
2020 Q1	$168K	Sell	16,664 -7,369	-31%	-$91.8K	0.12%	102
2019 Q4	$330K	Buy	+24,033	New	+$325K	0.18%	84

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hochman Cole Investment Advisors's BXMX Position: Q3 2021 in Review

Hochman Cole Investment Advisors opened a new position in Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2021: 23,808 shares worth $339K. The stake represents 0.13% of the portfolio and ranks #94 among its holdings. This is a return to the name: Hochman Cole Investment Advisors previously reported a position in BXMX as recently as Q1 2021.

Hochman Cole Investment Advisors first reported a position in BXMX in Q4 2019 and has held it in 7 quarters since. The position peaked at $865K in Q1 2021. 107 funds tracked by Wall St. Rank hold BXMX as of Q3 2021.

Hochman Cole Investment Advisors held 23,808 shares of Nuveen S&P 500 Buy-Write Income Fund worth $339K as of Q3 2021.
Nuveen S&P 500 Buy-Write Income Fund was a new Hochman Cole Investment Advisors position in Q3 2021.
Nuveen S&P 500 Buy-Write Income Fund made up 0.13% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #94 holding.
Hochman Cole Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2019 and has held it in 7 quarters since.
Hochman Cole Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $865K in Q1 2021.
107 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.