MWM
BXMX

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

MinichMacGregor 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
2023
Q1 		– Sell
-1,600
Closed -$20.2K – 165
2022
Q4 		$20.2K Buy
+1,600
New +$20.6K 0.01% 315

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MinichMacGregor Wealth Management's BXMX Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2023, closing a stake of 1,600 shares — an estimated $20.2K sold.

MinichMacGregor Wealth Management first reported a position in BXMX in Q4 2022 and held it in 1 quarter. The position peaked at $20.2K in Q4 2022. 126 funds tracked by Wall St. Rank hold BXMX as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,600 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2023, an estimated $20.2K.
  • MinichMacGregor Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $20.2K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.