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

Regal 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
2023 Q3	–	Sell	-22,654	Closed	-$303K	–	500
2023 Q2	$303K	Buy	22,654 +406	+2%	+$5.36K	0.03%	393
2023 Q1	$291K	Sell	22,248 -778	-3%	-$10.2K	0.03%	401
2022 Q4	$291K	Buy	23,026 +863	+4%	+$11.1K	0.03%	384
2022 Q3	$263K	Buy	22,163 +411	+2%	+$5.44K	0.03%	390
2022 Q2	$269K	Buy	21,752 +353	+2%	+$4.75K	0.03%	392
2022 Q1	$305K	Sell	21,399 -41	-0.2%	-$575	0.03%	404
2021 Q4	$314K	Sell	21,440 -12,772	-37%	-$188K	0.03%	419
2021 Q3	$487K	Sell	34,212 -152	-0.4%	-$2.23K	0.05%	330
2021 Q2	$494K	Buy	+34,364	New	+$484K	0.05%	331
2015 Q4	–	Sell	-1,242	Closed	-$15K	–	351
2015 Q3	$15K	Buy	+1,242	New	+$15.8K	﹤0.01%	614

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 $445B AUM 25.58% 1-Year Est. Return

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

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

RJFSA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Regal Investment Advisors's BXMX Position: Q3 2023 in Review

Regal Investment Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2023, closing a stake of 22,654 shares — an estimated $303K sold.

Regal Investment Advisors first reported a position in BXMX in Q3 2015 and held it in 10 quarters. The position peaked at $494K in Q2 2021. 135 funds tracked by Wall St. Rank hold BXMX as of Q3 2023.

Regal Investment Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2023 after selling out during the quarter.
Regal Investment Advisors sold 22,654 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2023, an estimated $303K.
Regal Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2015 and held it in 10 quarters.
Regal Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $494K in Q2 2021.
135 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.