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

Sheaff Brock 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
2025 Q1	$173K	Sell	13,188 -10	-0.1%	-$137	0.02%	412
2024 Q4	$185K	Buy	13,198 +1,441	+12%	+$20K	0.02%	408
2024 Q3	$161K	Sell	11,757 -37	-0.3%	-$495	0.01%	417
2024 Q2	$159K	Buy	11,794 +790	+7%	+$10.3K	0.01%	411
2024 Q1	$146K	Sell	11,004 -1,507	-12%	-$19.6K	0.01%	462
2023 Q4	$161K	Buy	+12,511	New	+$156K	0.01%	431
2022 Q4	–	Sell	-19,396	Closed	-$230K	–	515
2022 Q3	$230K	Sell	19,396 -62	-0.3%	-$820	0.02%	382
2022 Q2	$241K	Sell	19,458 -26	-0.1%	-$350	0.02%	384
2022 Q1	$278K	Hold	19,484	–	–	0.02%	393
2021 Q4	$285K	Hold	19,484	–	–	0.02%	400
2021 Q3	$277K	Sell	19,484 -30	-0.2%	-$440	0.02%	401
2021 Q2	$280K	Hold	19,514	–	–	0.02%	381
2021 Q1	$263K	Sell	19,514 -615	-3%	-$7.93K	0.02%	377
2020 Q4	$259K	Sell	20,129 -25	-0.1%	-$300	0.02%	367
2020 Q3	$227K	Buy	20,154 +5,495	+37%	+$62.8K	0.02%	362
2020 Q2	$161K	Hold	14,659	–	–	0.02%	401
2020 Q1	$148K	Hold	14,659	–	–	0.02%	350
2019 Q4	$202K	Sell	14,659 -2,979	-17%	-$40.3K	0.02%	414
2019 Q3	$231K	Sell	17,638 -15	-0.1%	-$196	0.03%	373
2019 Q2	$235K	Sell	17,653 -439	-2%	-$5.77K	0.03%	385
2019 Q1	$239K	Hold	18,092	–	–	0.03%	391
2018 Q4	$218K	Buy	18,092 +21	+0.1%	+$276	0.03%	382
2018 Q3	$260K	Sell	18,071 -1,791	-9%	-$25.7K	0.02%	385
2018 Q2	$280K	Sell	19,862 -990	-5%	-$13.8K	0.03%	379
2018 Q1	$278K	Sell	20,852 -2,447	-11%	-$33.8K	0.03%	375
2017 Q4	$332K	Sell	23,299 -983	-4%	-$13.8K	0.04%	331
2017 Q3	$339K	Buy	24,282 +8	+0%	+$111	0.04%	330
2017 Q2	$336K	Buy	24,274 +4,027	+20%	+$55.8K	0.04%	355
2017 Q1	$268K	Sell	20,247 -8,039	-28%	-$106K	0.03%	423
2016 Q4	$360K	Buy	+28,286	New	+$360K	0.05%	346
2016 Q1	–	Sell	-42,234	Closed	-$567K	–	639
2015 Q4	$567K	Buy	+42,234	New	+$541K	0.06%	294

Other funds holding BXMX

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Sheaff Brock Investment Advisors's BXMX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 0.08% in Q1 2025, selling an estimated $137 and leaving 13,188 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #412.

Sheaff Brock Investment Advisors first reported a position in BXMX in Q4 2015 and has held it in 31 quarters since. The position peaked at $567K in Q4 2015. 163 funds tracked by Wall St. Rank hold BXMX as of Q1 2025.

Sheaff Brock Investment Advisors held 13,188 shares of Nuveen S&P 500 Buy-Write Income Fund worth $173K as of Q1 2025.
Sheaff Brock Investment Advisors sold 10 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2025, an estimated $137.
Nuveen S&P 500 Buy-Write Income Fund made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #412 holding.
Sheaff Brock Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2015 and has held it in 31 quarters since.
Sheaff Brock Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $567K in Q4 2015.
163 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.