Walleye Capital
BXMX

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

Walleye Capital’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
-46,001
Closed -$582K – 4963
2023
Q3 		$582K Buy
46,001
+22,630
+97% +$299K ﹤0.01% 2694
2023
Q2 		$312K Buy
+23,371
New +$308K ﹤0.01% 2769
2020
Q4 		– Sell
-39,962
Closed -$451K – 948
2020
Q3 		$451K Buy
39,962
+5,253
+15% +$60K 0.05% 412
2020
Q2 		$382K Buy
34,709
+17,309
+99% +$188K 0.09% 278
2020
Q1 		$176K Buy
+17,400
New +$217K 0.04% 473

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Walleye Capital's BXMX Position: Q4 2023 in Review

Walleye Capital sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2023, closing a stake of 46,001 shares — an estimated $582K sold.

Walleye Capital first reported a position in BXMX in Q1 2020 and held it in 5 quarters. The position peaked at $582K in Q3 2023. 147 funds tracked by Wall St. Rank hold BXMX as of Q4 2023.

  • Walleye Capital reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2023 after selling out during the quarter.
  • Walleye Capital sold 46,001 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2023, an estimated $582K.
  • Walleye Capital first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2020 and held it in 5 quarters.
  • Walleye Capital's Nuveen S&P 500 Buy-Write Income Fund position peaked at $582K 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 Walleye Capital's 13F filing for Q4 2023, filed 14 Feb 2024.