Security National Trust’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Security National Trust’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
2021 Q1	–	Sell	-758	Closed	-$10K	–	395
2020 Q4	$10K	Hold	758	–	–	﹤0.01%	354
2020 Q3	$9K	Hold	758	–	–	﹤0.01%	353
2020 Q2	$8K	Hold	758	–	–	﹤0.01%	361
2020 Q1	$8K	Hold	758	–	–	﹤0.01%	371
2019 Q4	$10K	Hold	758	–	–	﹤0.01%	370
2019 Q3	$10K	Hold	758	–	–	﹤0.01%	320
2019 Q2	$10K	Hold	758	–	–	﹤0.01%	327
2019 Q1	$10K	Hold	758	–	–	﹤0.01%	331
2018 Q4	$9K	Hold	758	–	–	﹤0.01%	322
2018 Q3	$11K	Hold	758	–	–	﹤0.01%	332
2018 Q2	$11K	Hold	758	–	–	﹤0.01%	340
2018 Q1	$10K	Hold	758	–	–	﹤0.01%	343
2017 Q4	$11K	Hold	758	–	–	﹤0.01%	335
2017 Q3	$11K	Hold	758	–	–	﹤0.01%	342
2017 Q2	$10K	Hold	758	–	–	﹤0.01%	364
2017 Q1	$10K	Hold	758	–	–	﹤0.01%	363
2016 Q4	$10K	Hold	758	–	–	﹤0.01%	365
2016 Q3	$10K	Hold	758	–	–	﹤0.01%	374
2016 Q2	$10K	Sell	758 -1,500	-66%	-$19.2K	﹤0.01%	368
2016 Q1	$29K	Buy	2,258 +1,500	+198%	+$18.4K	0.01%	305
2015 Q4	$10K	Sell	758 -1,957	-72%	-$25.1K	﹤0.01%	370
2015 Q3	$33K	Hold	2,715	–	–	0.01%	300
2015 Q2	$35K	Hold	2,715	–	–	0.01%	306
2015 Q1	$35K	Hold	2,715	–	–	0.01%	312
2014 Q4	$33K	Buy	+2,715	New	+$34.5K	0.01%	305

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Security National Trust's BXMX Position: Q1 2021 in Review

Security National Trust sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2021, closing a stake of 758 shares — an estimated $10K sold.

Security National Trust first reported a position in BXMX in Q4 2014 and held it in 25 quarters. The position peaked at $35K in Q2 2015. 121 funds tracked by Wall St. Rank hold BXMX as of Q1 2021.

Security National Trust reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2021 after selling out during the quarter.
Security National Trust sold 758 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2021, an estimated $10K.
Security National Trust first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 25 quarters.
Security National Trust's Nuveen S&P 500 Buy-Write Income Fund position peaked at $35K in Q2 2015.
121 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2021.

Based on Security National Trust's 13F filing for Q1 2021, filed 4 May 2021.