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

Tiller Private Wealth’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
2021 Q4	–	Sell	-10,324	Closed	-$147K	–	56
2021 Q3	$147K	Buy	10,324 +19	+0.2%	+$278	0.11%	49
2021 Q2	$148K	Buy	+10,305	New	+$145K	0.16%	46
2018 Q3	–	Sell	-38,259	Closed	-$539K	–	44
2018 Q2	$539K	Sell	38,259 -39,513	-51%	-$552K	0.38%	24
2018 Q1	$1.04M	Sell	77,772 -29,133	-27%	-$402K	0.74%	23
2017 Q4	$1.52M	Buy	106,905 +23,749	+29%	+$333K	1.16%	23
2017 Q3	$1.16M	Buy	83,156 +4,959	+6%	+$68.7K	0.91%	24
2017 Q2	$1.08M	Buy	78,197 +4,557	+6%	+$63.1K	0.85%	26
2017 Q1	$976K	Buy	73,640 +2,900	+4%	+$38.3K	0.77%	25
2016 Q4	$900K	Buy	70,740 +5,905	+9%	+$75.1K	0.7%	26
2016 Q3	$858K	Sell	64,835 -4,208	-6%	-$55K	0.72%	23
2016 Q2	$900K	Sell	69,043 -2,255	-3%	-$28.9K	0.75%	24
2016 Q1	$907K	Buy	71,298 +10,448	+17%	+$128K	0.77%	23
2015 Q4	$817K	Buy	+60,850	New	+$779K	0.78%	20

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tiller Private Wealth's BXMX Position: Q4 2021 in Review

Tiller Private Wealth sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2021, closing a stake of 10,324 shares — an estimated $147K sold.

Tiller Private Wealth first reported a position in BXMX in Q4 2015 and held it in 13 quarters. The position peaked at $1.52M in Q4 2017. 114 funds tracked by Wall St. Rank hold BXMX as of Q4 2021.

Tiller Private Wealth reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2021 after selling out during the quarter.
Tiller Private Wealth sold 10,324 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2021, an estimated $147K.
Tiller Private Wealth first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2015 and held it in 13 quarters.
Tiller Private Wealth's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.52M in Q4 2017.
114 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2021.

Based on Tiller Private Wealth's 13F filing for Q4 2021, filed 26 Jan 2022.