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

Ten Capital 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 Q2	–	Sell	-938	Closed	-$12.3K	–	229
2023 Q1	$12.3K	Sell	938 -312	-25%	-$4.08K	﹤0.01%	351
2022 Q4	$15.8K	Hold	1,250	–	–	0.01%	271
2022 Q3	$15K	Hold	1,250	–	–	0.01%	265
2022 Q2	$15K	Hold	1,250	–	–	0.01%	228
2022 Q1	$18K	Hold	1,250	–	–	0.01%	227
2021 Q4	$18K	Hold	1,250	–	–	0.01%	230
2021 Q3	$18K	Hold	1,250	–	–	0.01%	210
2021 Q2	$18K	Hold	1,250	–	–	﹤0.01%	257
2021 Q1	$16K	Hold	1,250	–	–	﹤0.01%	233
2020 Q4	$16K	Buy	+1,250	New	+$15K	﹤0.01%	228

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

Ten Capital Wealth Advisors's BXMX Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2023, closing a stake of 938 shares — an estimated $12.3K sold.

Ten Capital Wealth Advisors first reported a position in BXMX in Q4 2020 and held it in 10 quarters. The position peaked at $18K in Q1 2022. 132 funds tracked by Wall St. Rank hold BXMX as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 938 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2023, an estimated $12.3K.
Ten Capital Wealth Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $18K in Q1 2022.
132 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.