James Investment Research’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

James Investment Research’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 Q2	–	Sell	-5,175	Closed	-$70K	–	500
2021 Q1	$70K	Hold	5,175	–	–	0.01%	351
2020 Q4	$67K	Hold	5,175	–	–	0.01%	352
2020 Q3	$58K	Hold	5,175	–	–	0.01%	320
2020 Q2	$57K	Hold	5,175	–	–	0.01%	314
2020 Q1	$52K	Hold	5,175	–	–	0.01%	304
2019 Q4	$71K	Hold	5,175	–	–	﹤0.01%	354
2019 Q3	$68K	Hold	5,175	–	–	﹤0.01%	394
2019 Q2	$69K	Hold	5,175	–	–	0.01%	476
2019 Q1	$68K	Hold	5,175	–	–	﹤0.01%	615
2018 Q4	$62K	Hold	5,175	–	–	﹤0.01%	620
2018 Q3	$74K	Hold	5,175	–	–	﹤0.01%	637
2018 Q2	$73K	Hold	5,175	–	–	﹤0.01%	644
2018 Q1	$69K	Hold	5,175	–	–	﹤0.01%	632
2017 Q4	$74K	Sell	5,175 -4,525	-47%	-$63.5K	﹤0.01%	618
2017 Q3	$136K	Hold	9,700	–	–	﹤0.01%	559
2017 Q2	$134K	Sell	9,700 -12,616	-57%	-$175K	﹤0.01%	534
2017 Q1	$296K	Hold	22,316	–	–	0.01%	383
2016 Q4	$284K	Hold	22,316	–	–	0.01%	318
2016 Q3	$295K	Buy	22,316 +2,616	+13%	+$34.2K	0.01%	316
2016 Q2	$257K	Hold	19,700	–	–	0.01%	286
2016 Q1	$251K	Hold	19,700	–	–	0.01%	268
2015 Q4	$265K	Hold	19,700	–	–	0.01%	273
2015 Q3	$238K	Hold	19,700	–	–	0.01%	280
2015 Q2	$253K	Buy	+19,700	New	+$253K	0.01%	292
2014 Q4	–	Sell	-23,700	Closed	-$302K	–	509
2014 Q3	$302K	Sell	23,700 -89	-0.4%	-$1.16K	0.01%	296
2014 Q2	$312K	Buy	23,789 +89	+0.4%	+$1.14K	0.01%	295
2014 Q1	$300K	Sell	23,700 -4,560	-16%	-$56.9K	0.01%	304
2013 Q4	$355K	Sell	28,260 -5,525	-16%	-$68.5K	0.01%	284
2013 Q3	$408K	Sell	33,785 -705	-2%	-$8.77K	0.02%	270
2013 Q2	$434K	Buy	+34,490	New	+$439K	0.02%	256

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

James Investment Research's BXMX Position: Q2 2021 in Review

James Investment Research sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2021, closing a stake of 5,175 shares — an estimated $70K sold.

James Investment Research first reported a position in BXMX in Q2 2013 and held it in 30 quarters. The position peaked at $434K in Q2 2013. 111 funds tracked by Wall St. Rank hold BXMX as of Q2 2021.

James Investment Research reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2021 after selling out during the quarter.
James Investment Research sold 5,175 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2021, an estimated $70K.
James Investment Research first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 30 quarters.
James Investment Research's Nuveen S&P 500 Buy-Write Income Fund position peaked at $434K in Q2 2013.
111 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2021.

Based on James Investment Research's 13F filing for Q2 2021, filed 26 Jul 2021.