LWM
BXMX

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

Liberty Wealth 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
-2,881
Closed -$29K – 867
2020
Q1 		$29K Buy
2,881
+1,442
+100% +$18K 0.03% 289
2019
Q4 		$20K Hold
1,439
– – 0.02% 412
2019
Q3 		$19K Hold
1,439
– – 0.02% 402
2019
Q2 		$19K Buy
+1,439
New +$18.9K 0.02% 415

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 $377B AUM 19.32% 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 Wealth Management's BXMX Position: Q2 2020 in Review

Liberty Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2020, closing a stake of 2,881 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in BXMX in Q2 2019 and held it in 4 quarters. The position peaked at $29K in Q1 2020. 113 funds tracked by Wall St. Rank hold BXMX as of Q2 2020.

  • Liberty Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 2,881 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2020, an estimated $29K.
  • Liberty Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2019 and held it in 4 quarters.
  • Liberty Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $29K in Q1 2020.
  • 113 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.