Realta Investment Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Realta Investment 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
2020 Q2	–	Sell	-19,489	Closed	-$197K	–	344
2020 Q1	$197K	Buy	19,489 +19,000	+3,885%	+$237K	0.08%	266
2019 Q4	$7K	Hold	489	–	–	﹤0.01%	1228
2019 Q3	$6K	Sell	489 -2,657	-84%	-$34.7K	﹤0.01%	1257
2019 Q2	$42K	Buy	+3,146	New	+$41.3K	0.01%	719

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Realta Investment Advisors's BXMX Position: Q2 2020 in Review

Realta Investment Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2020, closing a stake of 19,489 shares — an estimated $197K sold.

Realta Investment Advisors first reported a position in BXMX in Q2 2019 and held it in 4 quarters. The position peaked at $197K in Q1 2020. 113 funds tracked by Wall St. Rank hold BXMX as of Q2 2020.

Realta Investment Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2020 after selling out during the quarter.
Realta Investment Advisors sold 19,489 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2020, an estimated $197K.
Realta Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2019 and held it in 4 quarters.
Realta Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $197K in Q1 2020.
113 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2020.

Based on Realta Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.