TCI Wealth Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

TCI Wealth Advisors’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 Q4	–	Sell	-31,000	Closed	-$392K	–	209
2023 Q3	$392K	Buy	+31,000	New	+$409K	0.05%	123
2019 Q4	–	Sell	-121	Closed	-$2K	–	1540
2019 Q3	$2K	Buy	+121	New	+$1.58K	﹤0.01%	1042
2018 Q4	–	Sell	-2,800	Closed	-$40K	–	1460
2018 Q3	$40K	Hold	2,800	–	–	0.02%	372
2018 Q2	$39K	Hold	2,800	–	–	0.02%	362
2018 Q1	$37K	Hold	2,800	–	–	0.02%	371
2017 Q4	$40K	Hold	2,800	–	–	0.02%	373
2017 Q3	$39K	Hold	2,800	–	–	0.02%	348
2017 Q2	$39K	Hold	2,800	–	–	0.02%	354
2017 Q1	$37K	Buy	+2,800	New	+$36.9K	0.02%	342
2015 Q1	–	Sell	-6,381	Closed	-$77K	–	890
2014 Q4	$77K	Buy	+6,381	New	+$81.1K	0.05%	203

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

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

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

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

RJFSA

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

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

TCI Wealth Advisors's BXMX Position: Q4 2023 in Review

TCI Wealth Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2023, closing a stake of 31,000 shares — an estimated $392K sold.

TCI Wealth Advisors first reported a position in BXMX in Q4 2014 and held it in 10 quarters. The position peaked at $392K in Q3 2023. 147 funds tracked by Wall St. Rank hold BXMX as of Q4 2023.

TCI Wealth Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2023 after selling out during the quarter.
TCI Wealth Advisors sold 31,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2023, an estimated $392K.
TCI Wealth Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2014 and held it in 10 quarters.
TCI Wealth Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $392K in Q3 2023.
147 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2023.

Based on TCI Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.