HB
BXMX

HTLF Bank’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

HTLF Bank’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
Q4 		$844K Sell
60,313
-324
-0.5% -$4.49K 0.1% 94
2024
Q3 		$832K Sell
60,637
-10,454
-15% -$140K 0.09% 96
2024
Q2 		$960K Sell
71,091
-1,911
-3% -$25K 0.11% 96
2024
Q1 		$966K Hold
73,002
– – 0.11% 96
2023
Q4 		$937K Buy
+73,002
New +$913K 0.11% 90

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HTLF Bank's BXMX Position: Q4 2024 in Review

HTLF Bank reduced its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 0.53% in Q4 2024, selling an estimated $4.49K and leaving 60,313 shares worth $844K. The position accounts for 0.1% of the portfolio, ranked #94.

HTLF Bank first reported a position in BXMX in Q4 2023 and has held it in 5 quarters since. The position peaked at $966K in Q1 2024. 170 funds tracked by Wall St. Rank hold BXMX as of Q4 2024.

  • HTLF Bank held 60,313 shares of Nuveen S&P 500 Buy-Write Income Fund worth $844K as of Q4 2024.
  • HTLF Bank sold 324 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2024, an estimated $4.49K.
  • Nuveen S&P 500 Buy-Write Income Fund made up 0.1% of HTLF Bank's portfolio in Q4 2024, its #94 holding.
  • HTLF Bank first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's Nuveen S&P 500 Buy-Write Income Fund position peaked at $966K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.