XF
BXMX

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

XML Financial’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
-187,357
Closed -$2.53M – 229
2021
Q1 		$2.53M Buy
187,357
+11,541
+7% +$149K 0.62% 43
2020
Q4 		$2.27M Buy
175,816
+9,743
+6% +$117K 0.59% 43
2020
Q3 		$1.87M Buy
166,073
+27,534
+20% +$315K 0.58% 45
2020
Q2 		$1.52M Sell
138,539
-35,216
-20% -$383K 0.53% 44
2020
Q1 		$1.75M Sell
173,755
-11,116
-6% -$138K 0.76% 35
2019
Q4 		$2.54M Buy
+184,871
New +$2.5M 0.92% 28

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

XML Financial's BXMX Position: Q2 2021 in Review

XML Financial sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q2 2021, closing a stake of 187,357 shares — an estimated $2.53M sold.

XML Financial first reported a position in BXMX in Q4 2019 and held it in 6 quarters. The position peaked at $2.54M in Q4 2019. 111 funds tracked by Wall St. Rank hold BXMX as of Q2 2021.

  • XML Financial reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q2 2021 after selling out during the quarter.
  • XML Financial sold 187,357 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2021, an estimated $2.53M.
  • XML Financial first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2019 and held it in 6 quarters.
  • XML Financial's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2.54M in Q4 2019.
  • 111 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2021.

Based on XML Financial's 13F filing for Q2 2021, filed 10 Aug 2021.