NW
BXMX

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

Naviter Wealth’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
Q3 		– Sell
-28,208
Closed -$384K – 218
2023
Q2 		$384K Buy
+28,208
New +$372K 0.1% 189

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Naviter Wealth's BXMX Position: Q3 2023 in Review

Naviter Wealth sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2023, closing a stake of 28,208 shares — an estimated $384K sold.

Naviter Wealth first reported a position in BXMX in Q2 2023 and held it in 1 quarter. The position peaked at $384K in Q2 2023. 135 funds tracked by Wall St. Rank hold BXMX as of Q3 2023.

  • Naviter Wealth reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2023 after selling out during the quarter.
  • Naviter Wealth sold 28,208 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2023, an estimated $384K.
  • Naviter Wealth first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2023 and held it in 1 quarter.
  • Naviter Wealth's Nuveen S&P 500 Buy-Write Income Fund position peaked at $384K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2023.

Based on Naviter Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.