WAM
BXMX

Wealthspire Advisors (Maryland)’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,250
Closed -$17K – 688
2019
Q1 		$17K Hold
1,250
– – ﹤0.01% 1332
2018
Q4 		$15K Buy
+1,250
New +$16.4K ﹤0.01% 1310

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
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BXMX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2019, closing a stake of 1,250 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in BXMX in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2019. 102 funds tracked by Wall St. Rank hold BXMX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,250 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2019, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Nuveen S&P 500 Buy-Write Income Fund position peaked at $17K in Q1 2019.
  • 102 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.