Johnson Midwest Financial’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$31K	Hold	2,447	–	–	0.07%	110
2023 Q2	$32.7K	Hold	2,447	–	–	0.03%	110
2023 Q1	$32K	Hold	2,447	–	–	0.05%	114
2022 Q4	$31K	Hold	2,447	–	–	0.11%	109
2022 Q3	$29	Hold	2,447	–	–	0.11%	108
2022 Q2	$30K	Hold	2,447	–	–	0.04%	102
2022 Q1	$35K	Hold	2,447	–	–	0.05%	94
2021 Q4	$36K	Hold	2,447	–	–	0.03%	99
2021 Q3	$35K	Hold	2,447	–	–	0.03%	108
2021 Q2	$35K	Hold	2,447	–	–	0.03%	107
2021 Q1	$33K	Hold	2,447	–	–	0.03%	107
2020 Q4	$32K	Buy	+2,447	New	+$29.4K	0.03%	107

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Johnson Midwest Financial's BXMX Position: Q3 2023 in Review

Johnson Midwest Financial held its Nuveen S&P 500 Buy-Write Income Fund (BXMX) position steady in Q3 2023 at 2,447 shares worth $31K. The position accounts for 0.07% of the portfolio, ranked #110.

Johnson Midwest Financial first reported a position in BXMX in Q4 2020 and has held it in 12 quarters since. The position peaked at $36K in Q4 2021. 135 funds tracked by Wall St. Rank hold BXMX as of Q3 2023.

Johnson Midwest Financial held 2,447 shares of Nuveen S&P 500 Buy-Write Income Fund worth $31K as of Q3 2023.
Johnson Midwest Financial left its Nuveen S&P 500 Buy-Write Income Fund share count unchanged in Q3 2023.
Nuveen S&P 500 Buy-Write Income Fund made up 0.07% of Johnson Midwest Financial's portfolio in Q3 2023, its #110 holding.
Johnson Midwest Financial first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Nuveen S&P 500 Buy-Write Income Fund position peaked at $36K in Q4 2021.
135 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.