SFS
BXMX

Sowell Financial Services’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,023
Closed -$28K – 844
2021
Q1 		$28K Buy
+2,023
New +$26.1K ﹤0.01% 1899
2020
Q3 		– Sell
-16
Closed – – 2531
2020
Q2 		$0 Sell
16
-32
-67% -$348 ﹤0.01% 2471
2020
Q1 		$0 Buy
+48
New +$598 ﹤0.01% 2438

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
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

Sowell Financial Services's BXMX Position: Q2 2021 in Review

Sowell Financial Services sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2021, closing a stake of 2,023 shares — an estimated $28K sold.

Sowell Financial Services first reported a position in BXMX in Q1 2020 and held it in 3 quarters. The position peaked at $28K in Q1 2021. 111 funds tracked by Wall St. Rank hold BXMX as of Q2 2021.

  • Sowell Financial Services reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,023 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2021, an estimated $28K.
  • Sowell Financial Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2020 and held it in 3 quarters.
  • Sowell Financial Services's Nuveen S&P 500 Buy-Write Income Fund position peaked at $28K in Q1 2021.
  • 111 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.