Kestra Advisory Services’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
74,671
+7,456
| +11% | +$103K | 0.01% | 1456 |
|
|
2025
Q1 | $882K | Sell |
67,215
-10,132
| -13% | -$133K | ﹤0.01% | 1466 |
|
|
2024
Q4 | $1.08M | Buy |
77,347
+42,411
| +121% | +$593K | 0.01% | 1372 |
|
|
2024
Q3 | $479K | Sell |
34,936
-7,207
| -17% | -$98.9K | ﹤0.01% | 1788 |
|
|
2024
Q2 | $569K | Sell |
42,143
-323
| -0.8% | -$4.36K | ﹤0.01% | 1690 |
|
|
2024
Q1 | $562K | Sell |
42,466
-2,151
| -5% | -$28.5K | ﹤0.01% | 1592 |
|
|
2023
Q4 | $572K | Buy |
44,617
+15,824
| +55% | +$203K | ﹤0.01% | 1440 |
|
|
2023
Q3 | $365K | Sell |
28,793
-7,307
| -20% | -$92.5K | ﹤0.01% | 1547 |
|
|
2023
Q2 | $483K | Buy |
36,100
+17,246
| +91% | +$231K | ﹤0.01% | 1335 |
|
|
2023
Q1 | $247K | Sell |
18,854
-430
| -2% | -$5.63K | ﹤0.01% | 1693 |
|
|
2022
Q4 | $244K | Sell |
19,284
-486
| -2% | -$6.15K | ﹤0.01% | 1885 |
|
|
2022
Q3 | $235K | Buy |
+19,770
| New | +$235K | ﹤0.01% | 1757 |
|
|
2022
Q1 | – | Sell |
-17,094
| Closed | -$250K | – | 2017 |
|
|
2021
Q4 | $250K | Buy |
17,094
+265
| +2% | +$3.88K | ﹤0.01% | 1728 |
|
|
2021
Q3 | $239K | Sell |
16,829
-2,557
| -13% | -$36.3K | ﹤0.01% | 1849 |
|
|
2021
Q2 | $279K | Buy |
19,386
+106
| +0.5% | +$1.53K | ﹤0.01% | 1616 |
|
|
2021
Q1 | $260K | Sell |
19,280
-13,948
| -42% | -$188K | ﹤0.01% | 1551 |
|
|
2020
Q4 | $424K | Buy |
33,228
+17,562
| +112% | +$224K | ﹤0.01% | 1298 |
|
|
2020
Q3 | $177K | Buy |
+15,666
| New | +$177K | ﹤0.01% | 1307 |
|