Pathstone Family Office’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Pathstone Family Office’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	$222K	Buy	+17,537	New	+$231K	﹤0.01%	1452

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

Pathstone Family Office's BXMX Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2023: 17,537 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1452 among its holdings.

135 funds tracked by Wall St. Rank hold BXMX as of Q3 2023.

Pathstone Family Office held 17,537 shares of Nuveen S&P 500 Buy-Write Income Fund worth $222K as of Q3 2023.
Nuveen S&P 500 Buy-Write Income Fund was a new Pathstone Family Office position in Q3 2023.
Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1452 holding.
135 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.