PWM
BXMX

PRW Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

PRW Wealth Management’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
Q3 		– Sell
-41,315
Closed -$594K – 123
2021
Q2 		$594K Buy
+41,315
New +$582K 0.17% 142

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PRW Wealth Management's BXMX Position: Q3 2021 in Review

PRW Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2021, closing a stake of 41,315 shares — an estimated $594K sold.

PRW Wealth Management first reported a position in BXMX in Q2 2021 and held it in 1 quarter. The position peaked at $594K in Q2 2021. 107 funds tracked by Wall St. Rank hold BXMX as of Q3 2021.

  • PRW Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 41,315 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2021, an estimated $594K.
  • PRW Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $594K in Q2 2021.
  • 107 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.