LOIM
BXMX

Liberty One Investment Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Liberty One Investment 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
2020
Q2 		– Sell
-29,402
Closed -$297K – 138
2020
Q1 		$297K Sell
29,402
-1,986
-6% -$24.7K 0.08% 106
2019
Q4 		$432K Buy
+31,388
New +$425K 0.09% 108

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Liberty One Investment Management's BXMX Position: Q2 2020 in Review

Liberty One Investment Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2020, closing a stake of 29,402 shares — an estimated $297K sold.

Liberty One Investment Management first reported a position in BXMX in Q4 2019 and held it in 2 quarters. The position peaked at $432K in Q4 2019. 113 funds tracked by Wall St. Rank hold BXMX as of Q2 2020.

  • Liberty One Investment Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2020 after selling out during the quarter.
  • Liberty One Investment Management sold 29,402 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2020, an estimated $297K.
  • Liberty One Investment Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2019 and held it in 2 quarters.
  • Liberty One Investment Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $432K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2020.

Based on Liberty One Investment Management's 13F filing for Q2 2020, filed 22 Jul 2020.