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

Optimum Investment 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
2021 Q4	–	Sell	-395	Closed	-$6K	–	831
2021 Q3	$6K	Hold	395	–	–	﹤0.01%	719
2021 Q2	$6K	Hold	395	–	–	﹤0.01%	799
2021 Q1	$5K	Hold	395	–	–	﹤0.01%	819
2020 Q4	$5K	Hold	395	–	–	﹤0.01%	778
2020 Q3	$4K	Hold	395	–	–	﹤0.01%	774
2020 Q2	$4K	Hold	395	–	–	﹤0.01%	761
2020 Q1	$4K	Hold	395	–	–	﹤0.01%	764
2019 Q4	$5K	Hold	395	–	–	﹤0.01%	842
2019 Q3	$5K	Hold	395	–	–	﹤0.01%	879
2019 Q2	$5K	Hold	395	–	–	﹤0.01%	842
2019 Q1	$5K	Sell	395 -1,700	-81%	-$22K	﹤0.01%	888
2018 Q4	$25K	Hold	2,095	–	–	0.01%	606
2018 Q3	$30K	Hold	2,095	–	–	0.01%	651
2018 Q2	$30K	Hold	2,095	–	–	0.01%	644
2018 Q1	$28K	Buy	+2,095	New	+$28.9K	0.01%	641
2015 Q1	$5K	Hold	395	–	–	﹤0.01%	877
2014 Q4	$5K	Hold	395	–	–	﹤0.01%	914
2014 Q3	$5K	Hold	395	–	–	﹤0.01%	833
2014 Q2	$5K	Hold	395	–	–	﹤0.01%	837
2014 Q1	$5K	Hold	395	–	–	﹤0.01%	660
2013 Q4	$5K	Hold	395	–	–	﹤0.01%	663
2013 Q3	$5K	Buy	+395	New	+$4.92K	﹤0.01%	631

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Optimum Investment Advisors's BXMX Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2021, closing a stake of 395 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in BXMX in Q3 2013 and held it in 22 quarters. The position peaked at $30K in Q3 2018. 114 funds tracked by Wall St. Rank hold BXMX as of Q4 2021.

Optimum Investment Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2021 after selling out during the quarter.
Optimum Investment Advisors sold 395 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2021, an estimated $6K.
Optimum Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2013 and held it in 22 quarters.
Optimum Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $30K in Q3 2018.
114 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.