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

Raymond James Trust’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	–	Sell	-11,966	Closed	-$162K	–	1318
2024 Q2	$162K	Sell	11,966 -1,000	-8%	-$13.1K	﹤0.01%	1207
2024 Q1	$172K	Buy	12,966 +2,961	+30%	+$38.6K	﹤0.01%	1204
2023 Q4	$128K	Buy	+10,005	New	+$125K	﹤0.01%	1172
2022 Q2	–	Sell	-18,173	Closed	-$259K	–	1097
2022 Q1	$259K	Buy	18,173 +5,400	+42%	+$75.7K	0.01%	958
2021 Q4	$187K	Buy	12,773 +300	+2%	+$4.41K	0.01%	1131
2021 Q3	$177K	Buy	+12,473	New	+$183K	0.01%	1083

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Raymond James Trust's BXMX Position: Q3 2024 in Review

Raymond James Trust sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2024, closing a stake of 11,966 shares — an estimated $162K sold.

Raymond James Trust first reported a position in BXMX in Q3 2021 and held it in 6 quarters. The position peaked at $259K in Q1 2022. 152 funds tracked by Wall St. Rank hold BXMX as of Q3 2024.

Raymond James Trust reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2024 after selling out during the quarter.
Raymond James Trust sold 11,966 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2024, an estimated $162K.
Raymond James Trust first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2021 and held it in 6 quarters.
Raymond James Trust's Nuveen S&P 500 Buy-Write Income Fund position peaked at $259K in Q1 2022.
152 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.