SP
BXMX

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

Stonebrook Private’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
2024
Q3 		– Sell
-12,383
Closed -$167K – 184
2024
Q2 		$167K Sell
12,383
-19,980
-62% -$261K 0.05% 169
2024
Q1 		$428K Sell
32,363
-1,981
-6% -$25.8K 0.12% 128
2023
Q4 		$441K Buy
+34,344
New +$429K 0.15% 125

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Stonebrook Private's BXMX Position: Q3 2024 in Review

Stonebrook Private sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2024, closing a stake of 12,383 shares — an estimated $167K sold.

Stonebrook Private first reported a position in BXMX in Q4 2023 and held it in 3 quarters. The position peaked at $441K in Q4 2023. 153 funds tracked by Wall St. Rank hold BXMX as of Q3 2024.

  • Stonebrook Private reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2024 after selling out during the quarter.
  • Stonebrook Private sold 12,383 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2024, an estimated $167K.
  • Stonebrook Private first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2023 and held it in 3 quarters.
  • Stonebrook Private's Nuveen S&P 500 Buy-Write Income Fund position peaked at $441K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2024.

Based on Stonebrook Private's 13F filing for Q3 2024, filed 12 Nov 2024.