NFA
BXMX

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

Northwest Financial 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
-489
Closed -$6.71K – 169
2024
Q3 		$6.71K Buy
+489
New +$6.54K 0.01% 422
2024
Q1 		– Sell
-489
Closed -$6.27K – 145
2023
Q4 		$6.27K Buy
+489
New +$6.12K 0.01% 421

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

Northwest Financial Advisors's BXMX Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2024, closing a stake of 489 shares — an estimated $6.71K sold.

Northwest Financial Advisors first reported a position in BXMX in Q4 2023 and held it in 2 quarters. The position peaked at $6.71K in Q3 2024. 170 funds tracked by Wall St. Rank hold BXMX as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 489 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2024, an estimated $6.71K.
  • Northwest Financial Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $6.71K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.