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

TRUE Private 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
2020 Q2	–	Sell	-1,032	Closed	-$10K	–	687
2020 Q1	$10K	Hold	1,032	–	–	﹤0.01%	441
2019 Q4	$14K	Buy	+1,032	New	+$14K	﹤0.01%	542
2019 Q3	–	Sell	-1,032	Closed	-$13K	–	287
2019 Q2	$13K	Buy	+1,032	New	+$13.6K	﹤0.01%	513
2018 Q4	–	Sell	-1,032	Closed	-$15.1K	–	333
2018 Q3	$15.1K	Buy	+1,032	New	+$14.8K	﹤0.01%	662

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TRUE Private Wealth Advisors's BXMX Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2020, closing a stake of 1,032 shares — an estimated $10K sold.

TRUE Private Wealth Advisors first reported a position in BXMX in Q3 2018 and held it in 4 quarters. The position peaked at $15.1K in Q3 2018. 113 funds tracked by Wall St. Rank hold BXMX as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,032 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2020, an estimated $10K.
TRUE Private Wealth Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2018 and held it in 4 quarters.
TRUE Private Wealth Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $15.1K in Q3 2018.
113 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.