RMR Wealth Builders’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

RMR Wealth Builders’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
2019 Q4	$10K	Buy	+734	New	+$9.93K	0.01%	341

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RMR Wealth Builders's BXMX Position: Q4 2019 in Review

RMR Wealth Builders opened a new position in Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2019: 734 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings.

106 funds tracked by Wall St. Rank hold BXMX as of Q4 2019.

RMR Wealth Builders held 734 shares of Nuveen S&P 500 Buy-Write Income Fund worth $10K as of Q4 2019.
Nuveen S&P 500 Buy-Write Income Fund was a new RMR Wealth Builders position in Q4 2019.
Nuveen S&P 500 Buy-Write Income Fund made up 0.01% of RMR Wealth Builders's portfolio in Q4 2019, its #341 holding.
106 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2019.

Based on RMR Wealth Builders's 13F filing for Q4 2019, filed 3 Mar 2020.