LFG
BXMX

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

Larson Financial Group’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
2019
Q4 		– Sell
-111
Closed -$1K – 583
2019
Q3 		$1K Hold
111
– – ﹤0.01% 472
2019
Q2 		$1K Buy
111
+2
+2% +$26 ﹤0.01% 425
2019
Q1 		$1K Hold
109
– – ﹤0.01% 418
2018
Q4 		$1K Buy
+109
New +$1.43K ﹤0.01% 393

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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Larson Financial Group's BXMX Position: Q4 2019 in Review

Larson Financial Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2019, closing a stake of 111 shares — an estimated $1K sold.

Larson Financial Group first reported a position in BXMX in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 106 funds tracked by Wall St. Rank hold BXMX as of Q4 2019.

  • Larson Financial Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2019 after selling out during the quarter.
  • Larson Financial Group sold 111 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2019, an estimated $1K.
  • Larson Financial Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2018 and held it in 4 quarters.
  • Larson Financial Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1K in Q3 2019.
  • 106 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2019.

Based on Larson Financial Group's 13F filing for Q4 2019, filed 10 Jan 2020.