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

Howard 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
2024 Q1	–	Sell	-42,391	Closed	-$544K	–	106
2023 Q4	$544K	Buy	42,391 +5,320	+14%	+$66.5K	0.45%	51
2023 Q3	$469K	Hold	37,071	–	–	0.43%	51
2023 Q2	$496K	Sell	37,071 -232	-0.6%	-$3.06K	0.43%	54
2023 Q1	$488K	Sell	37,303 -543	-1%	-$7.11K	0.41%	59
2022 Q4	$479K	Sell	37,846 -1,058	-3%	-$13.6K	0.39%	62
2022 Q3	$462K	Buy	+38,904	New	+$515K	0.33%	67
2022 Q2	–	Sell	-39,593	Closed	-$564K	–	70
2022 Q1	$564K	Sell	39,593 -63	-0.2%	-$883	0.31%	71
2021 Q4	$580K	Sell	39,656 -878	-2%	-$12.9K	0.31%	71
2021 Q3	$576K	Sell	40,534 -244	-0.6%	-$3.58K	0.32%	73
2021 Q2	$585K	Sell	40,778 -154	-0.4%	-$2.17K	0.32%	73
2021 Q1	$551K	Buy	40,932 +261	+0.6%	+$3.37K	0.32%	74
2020 Q4	$523K	Buy	40,671 +6,095	+18%	+$73.1K	0.33%	74
2020 Q3	$390K	Sell	34,576 -438	-1%	-$5.01K	0.28%	81
2020 Q2	$385K	Sell	35,014 -702	-2%	-$7.63K	0.31%	74
2020 Q1	$360K	Sell	35,716 -1,441	-4%	-$17.9K	0.38%	69
2019 Q4	$510K	Buy	+37,157	New	+$503K	0.43%	58

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 $377B AUM 19.32% 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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

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

RJA

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

Howard Wealth Management's BXMX Position: Q1 2024 in Review

Howard Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2024, closing a stake of 42,391 shares — an estimated $544K sold.

Howard Wealth Management first reported a position in BXMX in Q4 2019 and held it in 16 quarters. The position peaked at $585K in Q2 2021. 149 funds tracked by Wall St. Rank hold BXMX as of Q1 2024.

Howard Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2024 after selling out during the quarter.
Howard Wealth Management sold 42,391 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2024, an estimated $544K.
Howard Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2019 and held it in 16 quarters.
Howard Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $585K in Q2 2021.
149 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2024.

Based on Howard Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.