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

Sonora Investment Management’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 Q3	$8K	Hold	542	–	–	﹤0.01%	811
2021 Q2	$8K	Hold	542	–	–	﹤0.01%	739
2021 Q1	$7K	Hold	542	–	–	﹤0.01%	1416
2020 Q4	$7K	Hold	542	–	–	﹤0.01%	1352
2020 Q3	$6K	Hold	542	–	–	﹤0.01%	1386
2020 Q2	$6K	Hold	542	–	–	﹤0.01%	1289
2020 Q1	$5K	Hold	542	–	–	﹤0.01%	1265
2019 Q4	$7K	Hold	542	–	–	﹤0.01%	1306
2019 Q3	$7K	Hold	542	–	–	﹤0.01%	1313
2019 Q2	$7K	Hold	542	–	–	﹤0.01%	1297
2019 Q1	$7K	Hold	542	–	–	﹤0.01%	1154
2018 Q4	$7K	Hold	542	–	–	﹤0.01%	949
2018 Q3	$8K	Hold	542	–	–	﹤0.01%	939
2018 Q2	$8K	Hold	542	–	–	﹤0.01%	873
2018 Q1	$7.22K	Hold	542	–	–	﹤0.01%	887
2017 Q4	$7.72K	Hold	542	–	–	﹤0.01%	869
2017 Q3	$7.58K	Hold	542	–	–	﹤0.01%	792
2017 Q2	$7.51K	Hold	542	–	–	﹤0.01%	784
2017 Q1	$7.18K	Hold	542	–	–	﹤0.01%	745
2016 Q4	$6.89K	Buy	+542	New	+$6.89K	﹤0.01%	666

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sonora Investment Management's BXMX Position: Q3 2021 in Review

Sonora Investment Management held its Nuveen S&P 500 Buy-Write Income Fund (BXMX) position steady in Q3 2021 at 542 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Sonora Investment Management first reported a position in BXMX in Q4 2016 and has held it in 20 quarters since. 107 funds tracked by Wall St. Rank hold BXMX as of Q3 2021.

Sonora Investment Management held 542 shares of Nuveen S&P 500 Buy-Write Income Fund worth $8K as of Q3 2021.
Sonora Investment Management left its Nuveen S&P 500 Buy-Write Income Fund share count unchanged in Q3 2021.
Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #811 holding.
Sonora Investment Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2016 and has held it in 20 quarters since.
107 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.