Koshinski Asset Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Koshinski Asset Management’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
2024 Q2	–	Sell	-13,914	Closed	-$184K	–	610
2024 Q1	$184K	Sell	13,914 -1,169	-8%	-$15.2K	0.02%	553
2023 Q4	$194K	Buy	+15,083	New	+$189K	0.03%	474
2022 Q2	–	Sell	-8,347	Closed	-$119K	–	760
2022 Q1	$119K	Buy	8,347 +42	+0.5%	+$589	0.01%	765
2021 Q4	$122K	Buy	8,305 +43	+0.5%	+$633	0.01%	782
2021 Q3	$118K	Buy	+8,262	New	+$121K	0.01%	782

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

RJFSA

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

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

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

RJA

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

Koshinski Asset Management's BXMX Position: Q2 2024 in Review

Koshinski Asset Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2024, closing a stake of 13,914 shares — an estimated $184K sold.

Koshinski Asset Management first reported a position in BXMX in Q3 2021 and held it in 5 quarters. The position peaked at $194K in Q4 2023. 154 funds tracked by Wall St. Rank hold BXMX as of Q2 2024.

Koshinski Asset Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2024 after selling out during the quarter.
Koshinski Asset Management sold 13,914 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2024, an estimated $184K.
Koshinski Asset Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2021 and held it in 5 quarters.
Koshinski Asset Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $194K in Q4 2023.
154 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2024.

Based on Koshinski Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.