PAG
BXMX

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

Private Advisor 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
Q4 		– Sell
-10,739
Closed -$128K – 1701
2022
Q3 		$128K Hold
10,739
– – ﹤0.01% 1750
2022
Q2 		$133K Buy
+10,739
New +$145K ﹤0.01% 1910
2020
Q3 		– Sell
-3,284
Closed -$36K – 1815
2020
Q2 		$36K Buy
+3,284
New +$35.7K ﹤0.01% 2260

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Private Advisor Group's BXMX Position: Q4 2022 in Review

Private Advisor Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2022, closing a stake of 10,739 shares — an estimated $128K sold.

Private Advisor Group first reported a position in BXMX in Q2 2020 and held it in 3 quarters. The position peaked at $133K in Q2 2022. 132 funds tracked by Wall St. Rank hold BXMX as of Q4 2022.

  • Private Advisor Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2022 after selling out during the quarter.
  • Private Advisor Group sold 10,739 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2022, an estimated $128K.
  • Private Advisor Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2020 and held it in 3 quarters.
  • Private Advisor Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $133K in Q2 2022.
  • 132 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2022.

Based on Private Advisor Group's 13F filing for Q4 2022, filed 18 Jan 2023.