RJFSA
BXMX

Raymond James Financial Services Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$12.2M Buy
890,824
+39,510
+5% +$528K 0.02% 775
2024
Q2 		$11.5M Sell
851,314
-846
-0.1% -$11.1K 0.02% 760
2024
Q1 		$11.3M Buy
852,160
+43,980
+5% +$573K 0.02% 753
2023
Q4 		$10.4M Sell
808,180
-2,173
-0.3% -$27.2K 0.02% 742
2023
Q3 		$10.3M Sell
810,353
-171
-0% -$2.26K 0.02% 695
2023
Q2 		$10.8M Buy
810,524
+50,702
+7% +$669K 0.02% 680
2023
Q1 		$9.95M Buy
759,822
+8,136
+1% +$106K 0.02% 693
2022
Q4 		$9.51M Buy
751,686
+26,622
+4% +$343K 0.02% 664
2022
Q3 		$8.61M Buy
725,064
+31,960
+5% +$423K 0.02% 688
2022
Q2 		$8.57M Buy
693,104
+124,876
+22% +$1.68M 0.02% 695
2022
Q1 		$8.1M Buy
568,228
+90,999
+19% +$1.28M 0.02% 774
2021
Q4 		$6.99M Sell
477,229
-46,637
-9% -$686K 0.01% 839
2021
Q3 		$7.46M Buy
523,866
+37,513
+8% +$550K 0.02% 784
2021
Q2 		$6.99M Buy
486,353
+60,027
+14% +$845K 0.01% 817
2021
Q1 		$5.75M Buy
426,326
+24,558
+6% +$317K 0.01% 845
2020
Q4 		$5.17M Sell
401,768
-798
-0.2% -$9.57K 0.01% 827
2020
Q3 		$4.54M Sell
402,566
-111,316
-22% -$1.27M 0.01% 796
2020
Q2 		$5.65M Buy
513,882
+22,138
+5% +$241K 0.02% 655
2020
Q1 		$4.97M Buy
491,744
+47,670
+11% +$594K 0.02% 546
2019
Q4 		$6.11M Buy
444,074
+18,009
+4% +$244K 0.02% 664
2019
Q3 		$5.57M Buy
426,065
+13,841
+3% +$181K 0.02% 659
2019
Q2 		$5.49M Sell
412,224
-1,670
-0.4% -$21.9K 0.02% 646
2019
Q1 		$5.46M Buy
413,894
+15,557
+4% +$201K 0.02% 620
2018
Q4 		$4.81M Buy
398,337
+166,127
+72% +$2.19M 0.03% 552
2018
Q3 		$3.34M Buy
232,210
+16,133
+7% +$232K 0.02% 811
2018
Q2 		$3.04M Buy
216,077
+103,125
+91% +$1.44M 0.02% 818
2018
Q1 		$1.5M Buy
112,952
+20,531
+22% +$283K 0.01% 1077
2017
Q4 		$1.32M Buy
92,421
+3,524
+4% +$49.5K 0.01% 1129
2017
Q3 		$1.24M Sell
88,897
-2,940
-3% -$40.7K 0.01% 1166
2017
Q2 		$1.27M Buy
91,837
+1,709
+2% +$23.7K 0.01% 1118
2017
Q1 		$1.19M Buy
90,128
+5,237
+6% +$69.1K 0.01% 1070
2016
Q4 		$1.08M Buy
84,891
+12,661
+18% +$161K 0.01% 1074
2016
Q3 		$956K Buy
72,230
+5,144
+8% +$67.3K 0.01% 1114
2016
Q2 		$874K Buy
67,086
+11,359
+20% +$145K 0.01% 1114
2016
Q1 		$709K Buy
55,727
+17,941
+47% +$220K 0.01% 1088
2015
Q4 		$507K Buy
37,786
+8,941
+31% +$114K 0.01% 1199
2015
Q3 		$349K Buy
+28,845
New +$367K 0.01% 1190

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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial Services Advisors's BXMX Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 4.6% in Q3 2024, buying an estimated $528K and bringing the position to 890,824 shares worth $12.2M. The position accounts for 0.02% of the portfolio, ranked #775.

Raymond James Financial Services Advisors first reported a position in BXMX in Q3 2015 and has held it in 37 quarters since. 152 funds tracked by Wall St. Rank hold BXMX as of Q3 2024.

  • Raymond James Financial Services Advisors held 890,824 shares of Nuveen S&P 500 Buy-Write Income Fund worth $12.2M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 39,510 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2024, an estimated $528K.
  • Nuveen S&P 500 Buy-Write Income Fund made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #775 holding.
  • Raymond James Financial Services Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2015 and has held it in 37 quarters since.
  • 152 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.