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 – – 2534
2020
Q2 		$0 Sell
16
-32
-67% -$348 ﹤0.01% 2474
2020
Q1 		$0 Buy
+48
New +$598 ﹤0.01% 2438

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Invesco
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LPL Financial
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Northwestern Mutual Wealth Management
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DBT
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Royal Bank of Canada
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GC
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return