Wealthcare Advisory Partners’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-7,616	Closed	-$103K	–	732
2021 Q1	$103K	Sell	7,616 -3,150	-29%	-$40.6K	0.01%	660
2020 Q4	$139K	Sell	10,766 -11,134	-51%	-$134K	0.01%	412
2020 Q3	$247K	Sell	21,900 -2,257	-9%	-$25.8K	0.03%	298
2020 Q2	$266K	Sell	24,157 -2,161	-8%	-$23.5K	0.03%	260
2020 Q1	$266K	Buy	26,318 +26,303	+175,353%	+$328K	0.04%	228
2019 Q4	$0	Hold	15	–	–	﹤0.01%	1390
2019 Q3	$0	Sell	15 -857	-98%	-$11.2K	﹤0.01%	1353
2019 Q2	$12K	Buy	+872	New	+$11.5K	﹤0.01%	855

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

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

Wealthcare Advisory Partners's BXMX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2021, closing a stake of 7,616 shares — an estimated $103K sold.

Wealthcare Advisory Partners first reported a position in BXMX in Q2 2019 and held it in 8 quarters. The position peaked at $266K in Q2 2020. 111 funds tracked by Wall St. Rank hold BXMX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,616 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2021, an estimated $103K.
Wealthcare Advisory Partners first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2019 and held it in 8 quarters.
Wealthcare Advisory Partners's Nuveen S&P 500 Buy-Write Income Fund position peaked at $266K in Q2 2020.
111 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.