KDA
BXMX

Kraft Davis & Associates’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Kraft Davis & Associates’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
Q3 		– Sell
-18,535
Closed -$244K – 144
2024
Q2 		$244K Hold
18,535
– – 0.07% 123
2024
Q1 		$243K Buy
+18,535
New +$242K 0.07% 123

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kraft Davis & Associates's BXMX Position: Q3 2024 in Review

Kraft Davis & Associates sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2024, closing a stake of 18,535 shares — an estimated $244K sold.

Kraft Davis & Associates first reported a position in BXMX in Q1 2024 and held it in 2 quarters. The position peaked at $244K in Q2 2024. 152 funds tracked by Wall St. Rank hold BXMX as of Q3 2024.

  • Kraft Davis & Associates reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2024 after selling out during the quarter.
  • Kraft Davis & Associates sold 18,535 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2024, an estimated $244K.
  • Kraft Davis & Associates first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2024 and held it in 2 quarters.
  • Kraft Davis & Associates's Nuveen S&P 500 Buy-Write Income Fund position peaked at $244K in Q2 2024.
  • 152 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2024.

Based on Kraft Davis & Associates's 13F filing for Q3 2024, filed 8 Nov 2024.