Mercer Global Advisors
BXMX

Mercer Global Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Mercer Global Advisors’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
Q4 		– Sell
-14,825
Closed -$203K – 2133
2024
Q3 		$203K Buy
14,825
+139
+0.9% +$1.86K ﹤0.01% 1800
2024
Q2 		$198K Sell
14,686
-16,691
-53% -$218K ﹤0.01% 1798
2024
Q1 		$415K Buy
31,377
+6,557
+26% +$85.5K ﹤0.01% 1378
2023
Q4 		$318K Buy
24,820
+9,421
+61% +$118K ﹤0.01% 1571
2023
Q3 		$195K Buy
15,399
+229
+2% +$3.02K ﹤0.01% 1773
2023
Q2 		$203K Sell
15,170
-1,140
-7% -$15K ﹤0.01% 1736
2023
Q1 		$214K Sell
16,310
-1,331
-8% -$17.4K ﹤0.01% 1697
2022
Q4 		$223K Buy
17,641
+3,873
+28% +$50K ﹤0.01% 1653
2022
Q3 		$163K Buy
+13,768
New +$182K ﹤0.01% 1654

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors's BXMX Position: Q4 2024 in Review

Mercer Global Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2024, closing a stake of 14,825 shares — an estimated $203K sold.

Mercer Global Advisors first reported a position in BXMX in Q3 2022 and held it in 9 quarters. The position peaked at $415K in Q1 2024. 170 funds tracked by Wall St. Rank hold BXMX as of Q4 2024.

  • Mercer Global Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 14,825 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2024, an estimated $203K.
  • Mercer Global Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2022 and held it in 9 quarters.
  • Mercer Global Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $415K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.