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

Western Wealth Management’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
2024 Q3	–	Sell	-10,800	Closed	-$146K	–	750
2024 Q2	$146K	Hold	10,800	–	–	0.01%	642
2024 Q1	$143K	Sell	10,800 -400	-4%	-$5.21K	0.01%	631
2023 Q4	$144K	Sell	11,200 -2,474	-18%	-$30.9K	0.01%	676
2023 Q3	$173K	Buy	13,674 +974	+8%	+$12.9K	0.01%	623
2023 Q2	$170K	Buy	+12,700	New	+$168K	0.01%	617

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Western Wealth Management's BXMX Position: Q3 2024 in Review

Western Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2024, closing a stake of 10,800 shares — an estimated $146K sold.

Western Wealth Management first reported a position in BXMX in Q2 2023 and held it in 5 quarters. The position peaked at $173K in Q3 2023. 152 funds tracked by Wall St. Rank hold BXMX as of Q3 2024.

Western Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2024 after selling out during the quarter.
Western Wealth Management sold 10,800 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2024, an estimated $146K.
Western Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2023 and held it in 5 quarters.
Western Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $173K in Q3 2023.
152 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2024.

Based on Western Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.