RWMG
BXMX

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

Redwood Wealth Management 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
2024
Q3 		– Sell
-380
Closed -$5.13K – 306
2024
Q2 		$5.13K Buy
+380
New +$4.97K ﹤0.01% 733

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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
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 $59.7B AUM 29.08% 1-Year Est. Return

Redwood Wealth Management Group's BXMX Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2024, closing a stake of 380 shares — an estimated $5.13K sold.

Redwood Wealth Management Group first reported a position in BXMX in Q2 2024 and held it in 1 quarter. The position peaked at $5.13K in Q2 2024. 152 funds tracked by Wall St. Rank hold BXMX as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 380 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2024, an estimated $5.13K.
  • Redwood Wealth Management Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $5.13K in Q2 2024.
  • 152 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.