JWCA
BXMX

J.W. Cole Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

J.W. Cole 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
2020
Q1 		– Sell
-34,008
Closed -$468K – 156
2019
Q4 		$468K Buy
+34,008
New +$460K 0.06% 316

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

J.W. Cole Advisors's BXMX Position: Q1 2020 in Review

J.W. Cole Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2020, closing a stake of 34,008 shares — an estimated $468K sold.

J.W. Cole Advisors first reported a position in BXMX in Q4 2019 and held it in 1 quarter. The position peaked at $468K in Q4 2019. 121 funds tracked by Wall St. Rank hold BXMX as of Q1 2020.

  • J.W. Cole Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 34,008 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2020, an estimated $468K.
  • J.W. Cole Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2019 and held it in 1 quarter.
  • J.W. Cole Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $468K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2020.

Based on J.W. Cole Advisors's 13F filing for Q1 2020, filed 7 May 2020.