Running Point Capital Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Running Point Capital 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 Q1	–	Sell	-10,000	Closed	-$127K	–	161
2022 Q4	$127K	Hold	10,000	–	–	0.08%	120
2022 Q3	$119K	Hold	10,000	–	–	0.08%	113
2022 Q2	$124K	Hold	10,000	–	–	0.08%	115
2022 Q1	$143K	Buy	+10,000	New	+$140K	0.08%	111

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

RJA

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

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

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

Running Point Capital Advisors's BXMX Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2023, closing a stake of 10,000 shares — an estimated $127K sold.

Running Point Capital Advisors first reported a position in BXMX in Q1 2022 and held it in 4 quarters. The position peaked at $143K in Q1 2022. 126 funds tracked by Wall St. Rank hold BXMX as of Q1 2023.

Running Point Capital Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 10,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2023, an estimated $127K.
Running Point Capital Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $143K in Q1 2022.
126 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.