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

OTA 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
2022 Q3	–	Sell	-18,741	Closed	-$231K	–	111
2022 Q2	$231K	Buy	+18,741	New	+$252K	0.11%	80
2020 Q3	–	Sell	-50,937	Closed	-$560K	–	65
2020 Q2	$560K	Buy	+50,937	New	+$554K	0.63%	27
2015 Q2	$738K	Buy	+60,954	New	+$782K	0.52%	39
2015 Q1	–	Sell	-60,954	Closed	-$738K	–	67
2014 Q4	$738K	Buy	+60,954	New	+$775K	0.52%	39

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OTA Financial Group's BXMX Position: Q3 2022 in Review

OTA Financial Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2022, closing a stake of 18,741 shares — an estimated $231K sold.

OTA Financial Group first reported a position in BXMX in Q4 2014 and held it in 4 quarters. The position peaked at $738K in Q2 2015. 122 funds tracked by Wall St. Rank hold BXMX as of Q3 2022.

OTA Financial Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2022 after selling out during the quarter.
OTA Financial Group sold 18,741 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2022, an estimated $231K.
OTA Financial Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 4 quarters.
OTA Financial Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $738K in Q2 2015.
122 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2022.

Based on OTA Financial Group's 13F filing for Q3 2022, filed 17 Oct 2022.