Nuveen S&P 500 BuyWrite Income Fund
BXMX2026/3/30 下市- SEC CIK
- 0001298699
Nuveen S&P 500 BuyWrite Income Fund 已在 2026/3/30 下市；內部人最後一份 Form 4 在 2025/2/21 申報；2025 年第 4 季末有 177 家機構在 13F 申報持有，市值合計 $4.81 億；沒有大師持有。
2021 年第 2 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 111
- 較 2021 年第 1 季 −10 家
- 持有股數
- 2,417 萬
- 較 2021 年第 1 季 −109.4 萬 (−4.3%)
- 總市值
- $3.47 億
- 較 2021 年第 1 季 +$666.8 萬 (+2.0%)
- 新進機構
- 11
- 另有 34 家加碼
- 清倉機構
- 21
- 另有 37 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BXMX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 0 | $0 |
| 2026 年第 1 季 | 5 | $33.1 萬 |
| 2025 年第 4 季 | 177 | $4.81 億 |
| 2025 年第 3 季 | 158 | $4.67 億 |
| 2025 年第 2 季 | 159 | $4.38 億 |
| 2025 年第 1 季 | 165 | $4.21 億 |
| 2024 年第 4 季 | 171 | $4.56 億 |
| 2024 年第 3 季 | 154 | $4.32 億 |
| 2024 年第 2 季 | 156 | $4.21 億 |
| 2024 年第 1 季 | 149 | $3.99 億 |
| 2023 年第 4 季 | 150 | $3.83 億 |
| 2023 年第 3 季 | 138 | $3.61 億 |
| 2023 年第 2 季 | 135 | $3.66 億 |
| 2023 年第 1 季 | 129 | $3.52 億 |
| 2022 年第 4 季 | 135 | $3.36 億 |
| 2022 年第 3 季 | 125 | $3.07 億 |
| 2022 年第 2 季 | 127 | $3.19 億 |
| 2022 年第 1 季 | 117 | $3.56 億 |
| 2021 年第 4 季 | 114 | $3.70 億 |
| 2021 年第 3 季 | 107 | $3.46 億 |
| 2021 年第 2 季 | 111 | $3.47 億 |
| 2021 年第 1 季 | 121 | $3.41 億 |
2021 年第 2 季持有機構
每家機構持有 Nuveen S&P 500 BuyWrite Income Fund 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 8,947,462 | $1.29 億 | 0.02% | +601,470+7.2% | 加碼 |
| UBS Group AG | 2,079,270 | $2,988 萬 | 0.01% | −186,827−8.2% | 減碼 |
| Wells Fargo & Company | 1,480,668 | $2,128 萬 | 0.00% | −361,818−19.6% | 減碼 |
| Invesco Ltd. | 1,370,341 | $1,969 萬 | 0.00% | −74,673−5.2% | 減碼 |
| LPL Financial LLC | 1,106,933 | $1,591 萬 | 0.02% | +90,933+9.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 611,030 | $878.1 萬 | 0.02% | +11,444+1.9% | 加碼 |
| Mark Stevens | 607,555 | $873.1 萬 | 0.97% | +11,456+1.9% | 加碼 |
| Royal Bank of Canada | 569,061 | $817.7 萬 | 0.00% | +41,128+7.8% | 加碼 |
| Guggenheim Capital LLC | 492,624 | $707.9 萬 | 0.04% | −25,971−5.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 486,353 | $698.9 萬 | 0.01% | +60,027+14.1% | 加碼 |
| Commonwealth Equity Services, LLC | 439,699 | $631.8 萬 | 0.02% | +10,771+2.5% | 加碼 |
| Advisors Asset Management, Inc. | 377,635 | $542.7 萬 | 0.08% | +8,648+2.3% | 加碼 |
| Bank of America Corp | 374,235 | $537.8 萬 | 0.00% | −150,554−28.7% | 減碼 |
| Cetera Advisor Networks LLC | 327,117 | $470.1 萬 | 0.07% | −72,126−18.1% | 減碼 |
| MONECO Advisors, LLC | 297,068 | $426.9 萬 | 1.96% | +14,122+5.0% | 加碼 |
| 1607 Capital Partners, LLC | 290,240 | $417.1 萬 | 0.20% | −24,600−7.8% | 減碼 |
| Advisor Group Holdings, Inc. | 283,474 | $407.5 萬 | 0.01% | −12,050−4.1% | 減碼 |
| Stifel Financial Corp | 265,337 | $381.3 萬 | 0.01% | −14,354−5.1% | 減碼 |
| Focused Wealth Management, Inc | 245,439 | $352.7 萬 | 0.58% | −3,555−1.4% | 減碼 |
| Raymond James & Associates | 240,316 | $345.3 萬 | 0.00% | +24,447+11.3% | 加碼 |
| Rockefeller Capital Management L.P. | 238,662 | $342.9 萬 | 0.02% | −4,217−1.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 201,187 | $289.1 萬 | 0.01% | +15,792+8.5% | 加碼 |
| Shaker Financial Services, LLC | 187,745 | $269.8 萬 | 1.00% | +39,536+26.7% | 加碼 |
| Lindbrook Capital, LLC | 160,538 | $230.7 萬 | 0.52% | −4,250−2.6% | 減碼 |
| Ameriprise Financial Inc | 158,250 | $225.6 萬 | 0.00% | −15,352−8.8% | 減碼 |
| Measured Wealth Private Client Group, LLC | 123,881 | $178.0 萬 | 0.57% | +6,471+5.5% | 加碼 |
| Armor Investment Advisors, LLC | 114,140 | $164.0 萬 | 0.99% | −4,764−4.0% | 減碼 |
| Shulman DeMeo Asset Management LLC | 111,984 | $160.9 萬 | 0.62% | −1,425−1.3% | 減碼 |
| Janney Montgomery Scott LLC | 105,351 | $151.4 萬 | 0.01% | −10,434−9.0% | 減碼 |
| Prospera Financial Services Inc | 102,922 | $147.9 萬 | 0.07% | −13,264−11.4% | 減碼 |
| Islay Capital Management, LLC | 81,760 | $117.5 萬 | 0.95% | +2,687+3.4% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 80,593 | $115.8 萬 | 0.34% | −57,820−41.8% | 減碼 |
| Deutsche Bank AG | 78,465 | $112.8 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 73,469 | $108.8 萬 | 0.00% | +73,469 | 新進 |
| Truist Financial Corp | 72,830 | $104.7 萬 | 0.00% | +12,459+20.6% | 加碼 |
| StoneX Group Inc. | 71,030 | $103.6 萬 | 0.15% | −6,217−8.0% | 減碼 |
| Spire Wealth Management | 71,267 | $102.4 萬 | 0.03% | −491−0.7% | 減碼 |
| Citigroup Inc | 68,594 | $98.6 萬 | 0.00% | −9,505−12.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 68,303 | $98.2 萬 | 0.00% | +18,725+37.8% | 加碼 |
| Maltin Wealth Management, Inc. | 62,325 | $89.6 萬 | 0.54% | −68,245−52.3% | 減碼 |
| Moors & Cabot, Inc. | 43,482 | $62.5 萬 | 0.04% | +2,300+5.6% | 加碼 |
| Glen Eagle Advisors, LLC | 43,232 | $62.1 萬 | 0.19% | +512+1.2% | 加碼 |
| Patten Group, Inc. | 41,315 | $59.4 萬 | 0.17% | −875−2.1% | 減碼 |
| PRW Wealth Management LLC | 41,315 | $59.4 萬 | 0.17% | +41,315 | 新進 |
| D.A. Davidson & Co. | 41,128 | $59.1 萬 | 0.01% | +611+1.5% | 加碼 |
| Howard Wealth Management, LLC | 40,778 | $58.5 萬 | 0.32% | −154−0.4% | 減碼 |
| BFT Financial Group, LLC | 34,991 | $50.3 萬 | 0.10% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 34,966 | $50.2 萬 | 0.04% | +3,786+12.1% | 加碼 |
| Regal Investment Advisors LLC | 34,364 | $49.4 萬 | 0.05% | +34,364 | 新進 |
| Steward Partners Investment Advisory, LLC | 32,936 | $47.3 萬 | 0.01% | −7,757−19.1% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 31,225 | $44.9 萬 | 0.08% | +505+1.6% | 加碼 |
| Jane Street Group, LLC | 28,708 | $41.3 萬 | 0.00% | +28,708 | 新進 |
| Jackson, Grant Investment Advisers, Inc. | 27,798 | $39.9 萬 | 0.18% | +288+1.0% | 加碼 |
| National Asset Management, Inc. | 27,461 | $39.4 萬 | 0.01% | +1,174+4.5% | 加碼 |
| Pflug Koory, LLC | 27,292 | $39.2 萬 | 0.21% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 26,969 | $38.8 萬 | 0.07% | −22,583−45.6% | 減碼 |
| Claraphi Advisory Network, LLC | 24,276 | $34.9 萬 | 0.11% | −110−0.5% | 減碼 |
| Creative Planning | 21,199 | $30.5 萬 | 0.00% | −3,157−13.0% | 減碼 |
| Apriem Advisors | 20,675 | $29.7 萬 | 0.04% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 19,604 | $28.1 萬 | 0.07% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 19,514 | $28.0 萬 | 0.03% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 19,480 | $28.0 萬 | 0.01% | +2,239+13.0% | 加碼 |
| Kestra Advisory Services, LLC | 19,386 | $27.9 萬 | 0.00% | +106+0.5% | 加碼 |
| Capstone Financial Advisors, Inc. | 18,700 | $26.9 萬 | 0.02% | +200+1.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 17,257 | $24.8 萬 | 0.02% | +845+5.1% | 加碼 |
| HRT Financial LP | 16,723 | $24.0 萬 | 0.00% | +16,723 | 新進 |
| Founders Financial Alliance, LLC | 16,643 | $23.9 萬 | 0.11% | −1,627−8.9% | 減碼 |
| Marco Investment Management LLC | 15,002 | $21.6 萬 | 0.03% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 14,945 | $21.5 萬 | 0.00% | −159−1.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 14,859 | $21.4 萬 | 0.01% | +3,892+35.5% | 加碼 |
| Commerce Bank | 14,819 | $21.3 萬 | 0.00% | −2,700−15.4% | 減碼 |
| Wealth Dimensions Group, Ltd. | 13,573 | $19.5 萬 | 0.13% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 13,161 | $18.9 萬 | 0.04% | −396−2.9% | 減碼 |
| Cetera Advisors LLC | 12,210 | $17.5 萬 | 0.00% | −20,660−62.9% | 減碼 |
| Summit Financial, LLC | 12,026 | $17.3 萬 | 0.02% | +12,026 | 新進 |
| Equitable Holdings, Inc. | 11,526 | $16.6 萬 | 0.00% | −469−3.9% | 減碼 |
| Cordasco Financial Network | 11,368 | $16.3 萬 | 0.11% | +176+1.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 10,698 | $15.4 萬 | 0.00% | +3,702+52.9% | 加碼 |
| Bel Air Investment Advisors LLC | 10,375 | $14.9 萬 | 0.00% | +10,375 | 新進 |
| Youngs Advisory Group, Inc. | 10,305 | $14.8 萬 | 0.16% | +10,305 | 新進 |
| Continuum Advisory, LLC | 10,262 | $14.7 萬 | 0.05% | +10,262 | 新進 |
| Pointe Capital Management LLC | 10,059 | $14.5 萬 | 0.10% | 00.0% | 不變 |
| Carret Asset Management, LLC | 10,000 | $14.4 萬 | 0.02% | 00.0% | 不變 |
| Global Endowment Management, LP | 10,000 | $14.4 萬 | 0.01% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 8,939 | $12.8 萬 | 0.02% | +7,680+610.0% | 加碼 |
| Geneos Wealth Management Inc. | 7,953 | $11.6 萬 | 0.00% | −995−11.1% | 減碼 |
| US Bancorp | 7,725 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 7,425 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 5,789 | $8.30 萬 | 0.01% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 5,069 | $7.30 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 4,258 | $6.10 萬 | 0.03% | 00.0% | 不變 |
| Hoese & Co LLP | 3,500 | $5.00 萬 | 0.06% | 00.0% | 不變 |
| Allworth Financial LP | 3,166 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 3,110 | $4.50 萬 | 0.03% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 2,447 | $3.50 萬 | 0.03% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,301 | $3.30 萬 | 0.00% | −1,770−43.5% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,593 | $2.30 萬 | 0.01% | +248+18.4% | 加碼 |
| American Portfolios Advisors | 1,345 | $1.93 萬 | 0.00% | +21+1.6% | 加碼 |
| Ten Capital Wealth Advisors, LLC | 1,250 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,208 | $1.70 萬 | 0.00% | 00.0% | 不變 |