MCC
BXMX

Money Concepts Capital’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Money Concepts Capital’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
-1,566
Closed -$19.8K – 813
2022
Q4 		$19.8K Buy
+1,566
New +$20.2K ﹤0.01% 1687
2022
Q2 		– Sell
-1,566
Closed -$22K – 1603
2022
Q1 		$22K Buy
+1,566
New +$21.9K ﹤0.01% 1570

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 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 $15.9B AUM 53.4% 1-Year Est. Return

Money Concepts Capital's BXMX Position: Q1 2023 in Review

Money Concepts Capital sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2023, closing a stake of 1,566 shares — an estimated $19.8K sold.

Money Concepts Capital first reported a position in BXMX in Q1 2022 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 126 funds tracked by Wall St. Rank hold BXMX as of Q1 2023.

  • Money Concepts Capital reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,566 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2023, an estimated $19.8K.
  • Money Concepts Capital first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Nuveen S&P 500 Buy-Write Income Fund position peaked at $22K in Q1 2022.
  • 126 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.