OC
BXMX

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

Oppenheimer & Co’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
-13,310
Closed -$168K – 1388
2022
Q4 		$168K Sell
13,310
-706
-5% -$9.11K ﹤0.01% 1248
2022
Q3 		$167K Buy
14,016
+778
+6% +$10.3K ﹤0.01% 1247
2022
Q2 		$164K Sell
13,238
-1,996
-13% -$26.9K ﹤0.01% 1298
2022
Q1 		$217K Sell
15,234
-400
-3% -$5.61K ﹤0.01% 1325
2021
Q4 		$229K Sell
15,634
-457
-3% -$6.72K ﹤0.01% 1344
2021
Q3 		$229K Sell
16,091
-3,389
-17% -$49.7K ﹤0.01% 1332
2021
Q2 		$280K Buy
19,480
+2,239
+13% +$31.5K 0.01% 1272
2021
Q1 		$232K Buy
17,241
+2,783
+19% +$35.9K ﹤0.01% 1285
2020
Q4 		$186K Buy
+14,458
New +$173K ﹤0.01% 1256
2015
Q3 		– Sell
-10,840
Closed -$139K – 1363
2015
Q2 		$139K Sell
10,840
-1,000
-8% -$12.8K ﹤0.01% 1373
2015
Q1 		$152K Buy
+11,840
New +$153K ﹤0.01% 1367

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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 $12.9B AUM 27.3% 1-Year Est. Return

Oppenheimer & Co's BXMX Position: Q1 2023 in Review

Oppenheimer & Co sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2023, closing a stake of 13,310 shares — an estimated $168K sold.

Oppenheimer & Co first reported a position in BXMX in Q1 2015 and held it in 11 quarters. The position peaked at $280K in Q2 2021. 126 funds tracked by Wall St. Rank hold BXMX as of Q1 2023.

  • Oppenheimer & Co reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 13,310 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2023, an estimated $168K.
  • Oppenheimer & Co first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2015 and held it in 11 quarters.
  • Oppenheimer & Co's Nuveen S&P 500 Buy-Write Income Fund position peaked at $280K in Q2 2021.
  • 126 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2023.

Based on Oppenheimer & Co's 13F filing for Q1 2023, filed 10 May 2023.