Stephens Inc’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Stephens Inc’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
2023 Q2	–	Sell	-26,227	Closed	-$343K	–	1238
2023 Q1	$343K	Buy	26,227 +4,495	+21%	+$58.8K	0.01%	832
2022 Q4	$275K	Hold	21,732	–	–	0.01%	879
2022 Q3	$258K	Buy	21,732 +1,755	+9%	+$23.2K	0.01%	936
2022 Q2	$247K	Hold	19,977	–	–	0.01%	992
2022 Q1	$285K	Hold	19,977	–	–	﹤0.01%	1032
2021 Q4	$293K	Buy	+19,977	New	+$294K	﹤0.01%	1052

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Stephens Inc's BXMX Position: Q2 2023 in Review

Stephens Inc sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2023, closing a stake of 26,227 shares — an estimated $343K sold.

Stephens Inc first reported a position in BXMX in Q4 2021 and held it in 6 quarters. The position peaked at $343K in Q1 2023. 132 funds tracked by Wall St. Rank hold BXMX as of Q2 2023.

Stephens Inc reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2023 after selling out during the quarter.
Stephens Inc sold 26,227 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2023, an estimated $343K.
Stephens Inc first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2021 and held it in 6 quarters.
Stephens Inc's Nuveen S&P 500 Buy-Write Income Fund position peaked at $343K in Q1 2023.
132 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2023.

Based on Stephens Inc's 13F filing for Q2 2023, filed 14 Aug 2023.