Leo Brokerage’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Leo Brokerage’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 Q2	$468K	Hold	34,991	–	–	0.05%	188
2023 Q1	$458K	Buy	+34,991	New	+$458K	0.07%	187
2022 Q2	$433K	Hold	34,991	–	–	0.12%	115
2022 Q1	$499K	Buy	+34,991	New	+$490K	0.08%	149
2021 Q3	$498K	Hold	34,991	–	–	0.09%	107
2021 Q2	$503K	Hold	34,991	–	–	0.1%	106
2021 Q1	$472K	Hold	34,991	–	–	0.13%	102
2020 Q4	$451K	Buy	+34,991	New	+$420K	0.15%	93

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Leo Brokerage's BXMX Position: Q2 2023 in Review

Leo Brokerage held its Nuveen S&P 500 Buy-Write Income Fund (BXMX) position steady in Q2 2023 at 34,991 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #188.

Leo Brokerage first reported a position in BXMX in Q4 2020 and has held it in 8 quarters since. The position peaked at $503K in Q2 2021. 133 funds tracked by Wall St. Rank hold BXMX as of Q2 2023.

Leo Brokerage held 34,991 shares of Nuveen S&P 500 Buy-Write Income Fund worth $468K as of Q2 2023.
Leo Brokerage left its Nuveen S&P 500 Buy-Write Income Fund share count unchanged in Q2 2023.
Nuveen S&P 500 Buy-Write Income Fund made up 0.05% of Leo Brokerage's portfolio in Q2 2023, its #188 holding.
Leo Brokerage first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2020 and has held it in 8 quarters since.
Leo Brokerage's Nuveen S&P 500 Buy-Write Income Fund position peaked at $503K in Q2 2021.
133 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.