SS
BXMX

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

Sunbelt Securities’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
Q4 		– Sell
-832
Closed -$11.4K – 1821
2024
Q3 		$11.4K Hold
832
– – ﹤0.01% 1273
2024
Q2 		$11.2K Hold
832
– – ﹤0.01% 1242
2024
Q1 		$11K Hold
832
– – ﹤0.01% 1218
2023
Q4 		$10.7K Sell
832
-25
-3% -$313 ﹤0.01% 1154
2023
Q3 		$10.8K Hold
857
– – ﹤0.01% 1134
2023
Q2 		$11.5K Buy
+857
New +$11.3K ﹤0.01% 1147
2020
Q1 		– Sell
-28,282
Closed -$389K – 403
2019
Q4 		$389K Buy
28,282
+162
+0.6% +$2.19K 0.04% 377
2019
Q3 		$368K Buy
+28,120
New +$367K 0.04% 369

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sunbelt Securities's BXMX Position: Q4 2024 in Review

Sunbelt Securities sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2024, closing a stake of 832 shares — an estimated $11.4K sold.

Sunbelt Securities first reported a position in BXMX in Q3 2019 and held it in 8 quarters. The position peaked at $389K in Q4 2019. 170 funds tracked by Wall St. Rank hold BXMX as of Q4 2024.

  • Sunbelt Securities reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 832 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2024, an estimated $11.4K.
  • Sunbelt Securities first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2019 and held it in 8 quarters.
  • Sunbelt Securities's Nuveen S&P 500 Buy-Write Income Fund position peaked at $389K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.