NFG
BXMX

Next Financial Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Next Financial Group’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
2021
Q4 		$12K Hold
848
– – ﹤0.01% 2103
2021
Q3 		$12K Hold
848
– – ﹤0.01% 1976
2021
Q2 		$12K Hold
848
– – ﹤0.01% 1910
2021
Q1 		$11K Sell
848
-489
-37% -$6.3K ﹤0.01% 1847
2020
Q4 		$17K Hold
1,337
– – ﹤0.01% 1601
2020
Q3 		$15K Buy
+1,337
New +$15.3K ﹤0.01% 1504
2020
Q2 		– Sell
-880
Closed -$9K – 777
2020
Q1 		$9K Hold
880
– – ﹤0.01% 1544
2019
Q4 		$12K Hold
880
– – ﹤0.01% 1699
2019
Q3 		$12K Hold
880
– – ﹤0.01% 1635
2019
Q2 		$12K Buy
880
+489
+125% +$6.42K ﹤0.01% 1623
2019
Q1 		$5K Sell
391
-489
-56% -$6.33K ﹤0.01% 1243
2018
Q4 		$11K Sell
880
-411
-32% -$5.41K ﹤0.01% 1298
2018
Q3 		$19K Buy
+1,291
New +$18.5K 0.01% 802
2017
Q4 		– Sell
-1,369
Closed -$19K – 404
2017
Q3 		$19K Sell
1,369
-1,000
-42% -$13.9K 0.01% 989
2017
Q2 		$33K Hold
2,369
– – 0.01% 903
2017
Q1 		$33K Sell
2,369
-900
-28% -$11.9K 0.01% 854
2016
Q4 		$42K Sell
3,269
-3,657
-53% -$46.5K 0.01% 1035
2016
Q3 		$92K Sell
6,926
-591
-8% -$7.73K 0.02% 698
2016
Q2 		$97K Buy
7,517
+412
+6% +$5.27K 0.03% 460
2016
Q1 		$90K Buy
7,105
+2,000
+39% +$24.5K 0.03% 450
2015
Q4 		$68K Sell
5,105
-1,999
-28% -$25.6K 0.03% 536
2015
Q3 		$85K Buy
7,104
+58
+0.8% +$738 0.03% 478
2015
Q2 		$90K Buy
7,046
+1,728
+32% +$22.2K 0.03% 497
2015
Q1 		$68K Buy
5,318
+3,000
+129% +$38.7K 0.02% 578
2014
Q4 		$28K Buy
+2,318
New +$29.5K 0.01% 855

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Next Financial Group's BXMX Position: Q4 2021 in Review

Next Financial Group held its Nuveen S&P 500 Buy-Write Income Fund (BXMX) position steady in Q4 2021 at 848 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Next Financial Group first reported a position in BXMX in Q4 2014 and has held it in 25 quarters since. The position peaked at $97K in Q2 2016. 114 funds tracked by Wall St. Rank hold BXMX as of Q4 2021.

  • Next Financial Group held 848 shares of Nuveen S&P 500 Buy-Write Income Fund worth $12K as of Q4 2021.
  • Next Financial Group left its Nuveen S&P 500 Buy-Write Income Fund share count unchanged in Q4 2021.
  • Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2103 holding.
  • Next Financial Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and has held it in 25 quarters since.
  • Next Financial Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $97K in Q2 2016.
  • 114 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.