JWA
BXMX

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

JFS Wealth 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
Q4 		– Sell
-200
Closed -$2K – 579
2020
Q3 		$2K Hold
200
– – ﹤0.01% 503
2020
Q2 		$2K Buy
+200
New +$2.17K ﹤0.01% 478

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

JFS Wealth Advisors's BXMX Position: Q4 2020 in Review

JFS Wealth Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2020, closing a stake of 200 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in BXMX in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 122 funds tracked by Wall St. Rank hold BXMX as of Q4 2020.

  • JFS Wealth Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2020 after selling out during the quarter.
  • JFS Wealth Advisors sold 200 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2020, an estimated $2K.
  • JFS Wealth Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2020 and held it in 2 quarters.
  • JFS Wealth Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2K in Q3 2020.
  • 122 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2020.

Based on JFS Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.