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

Occidental Asset 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 Q3	–	Sell	-13,394	Closed	-$179K	–	206
2023 Q2	$179K	Hold	13,394	–	–	0.04%	206
2023 Q1	$175K	Hold	13,394	–	–	0.04%	193
2022 Q4	$169K	Sell	13,394 -80	-0.6%	-$1.03K	0.05%	193
2022 Q3	$160K	Hold	13,474	–	–	0.05%	173
2022 Q2	$167K	Hold	13,474	–	–	0.05%	173
2022 Q1	$192K	Buy	+13,474	New	+$189K	0.05%	185
2020 Q2	–	Sell	-12,793	Closed	-$129K	–	144
2020 Q1	$129K	Hold	12,793	–	–	0.06%	134
2019 Q4	$176K	Buy	12,793 +695	+6%	+$9.4K	0.07%	145
2019 Q3	$158K	Sell	12,098 -650	-5%	-$8.49K	0.07%	141
2019 Q2	$170K	Sell	12,748 -650	-5%	-$8.54K	0.08%	141
2019 Q1	$177K	Buy	+13,398	New	+$173K	0.09%	141
2018 Q4	–	Sell	-11,600	Closed	-$167K	–	140
2018 Q3	$167K	Buy	11,600 +200	+2%	+$2.87K	0.08%	153
2018 Q2	$161K	Buy	+11,400	New	+$159K	0.09%	146

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Occidental Asset Management's BXMX Position: Q3 2023 in Review

Occidental Asset Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2023, closing a stake of 13,394 shares — an estimated $179K sold.

Occidental Asset Management first reported a position in BXMX in Q2 2018 and held it in 13 quarters. The position peaked at $192K in Q1 2022. 135 funds tracked by Wall St. Rank hold BXMX as of Q3 2023.

Occidental Asset Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2023 after selling out during the quarter.
Occidental Asset Management sold 13,394 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2023, an estimated $179K.
Occidental Asset Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2018 and held it in 13 quarters.
Occidental Asset Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $192K in Q1 2022.
135 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2023.

Based on Occidental Asset Management's 13F filing for Q3 2023, filed 18 Oct 2023.