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。
2022 年第 1 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2022/3/31 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
- 117
- 較 2021 年第 4 季 +5 家
- 持有股數
- 2,500 萬
- 較 2021 年第 4 季 −26.6 萬 (−1.1%)
- 總市值
- $3.56 億
- 較 2021 年第 4 季 −$1,382 萬 (−3.7%)
- 新進機構
- 17
- 另有 36 家加碼
- 清倉機構
- 12
- 另有 36 家減碼
另有 2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 54 | $1,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 37 | $1,000 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 195 | $3,000 | 0.00% | +195 | 新進 |
| Fifth Third Bancorp | 289 | $4,000 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 280 | $4,000 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 619 | $9,000 | 0.00% | +619 | 新進 |
| Clearstead Advisors, LLC | 1,000 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Brothers Inc | 1,061 | $1.50 萬 | 0.00% | +1,061 | 新進 |
| Ten Capital Wealth Advisors, LLC | 1,250 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Karlinski Andrew C | 1,269 | $1.80 萬 | 0.03% | +1,269 | 新進 |
| North Star Investment Management Corp. | 1,401 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 1,566 | $2.20 萬 | 0.00% | +1,566 | 新進 |
| Johnson Midwest Financial, LLC | 2,447 | $3.50 萬 | 0.05% | 00.0% | 不變 |
| Valley National Advisers Inc | 2,538 | $3.60 萬 | 0.01% | +2,538 | 新進 |
| CoreFirst Bank & Trust | 3,110 | $4.40 萬 | 0.03% | 00.0% | 不變 |
| American Portfolios Advisors | 3,376 | $4.81 萬 | 0.00% | +1,775+110.9% | 加碼 |
| Hoese & Co LLP | 3,500 | $5.00 萬 | 0.05% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 4,120 | $5.80 萬 | 0.00% | −189−4.4% | 減碼 |
| Umb Bank N A | 4,929 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 5,000 | $7.10 萬 | 0.07% | +5,000 | 新進 |
| Dividend Assets Capital, LLC | 5,069 | $7.20 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 5,526 | $7.90 萬 | 0.00% | +5,526 | 新進 |
| Hazlett, Burt & Watson, Inc. | 7,594 | $10.8 萬 | 0.09% | +7,594 | 新進 |
| US Bancorp | 7,725 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 7,761 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 7,890 | $11.2 萬 | 0.01% | +2,468+45.5% | 加碼 |
| Koshinski Asset Management, Inc. | 8,347 | $11.9 萬 | 0.01% | +42+0.5% | 加碼 |
| Allworth Financial LP | 8,376 | $11.9 萬 | 0.00% | +5,210+164.6% | 加碼 |
| Carret Asset Management, LLC | 10,000 | $14.2 萬 | 0.02% | 00.0% | 不變 |
| Global Endowment Management, LP | 10,000 | $14.3 萬 | 0.01% | 00.0% | 不變 |
| Pointe Capital Management LLC | 10,059 | $14.3 萬 | 0.09% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 10,000 | $14.3 萬 | 0.08% | +10,000 | 新進 |
| Private Capital Management LLC | 11,165 | $15.9 萬 | 0.05% | −98−0.9% | 減碼 |
| Cordasco Financial Network | 11,877 | $16.9 萬 | 0.11% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 12,078 | $17.2 萬 | 0.00% | −7,725−39.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 12,450 | $17.7 萬 | 0.00% | +1,800+16.9% | 加碼 |
| Eudaimonia Partners, LLC | 13,236 | $18.9 萬 | 0.03% | +13,236 | 新進 |
| Occidental Asset Management, LLC | 13,474 | $19.2 萬 | 0.05% | +13,474 | 新進 |
| Wealth Dimensions Group, Ltd. | 13,573 | $19.3 萬 | 0.09% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 13,762 | $19.7 萬 | 0.00% | 00.0% | 不變 |
| Marco Investment Management LLC | 14,655 | $20.9 萬 | 0.02% | 00.0% | 不變 |
| HighTower Advisors, LLC | 14,589 | $21.0 萬 | 0.00% | −773−5.0% | 減碼 |
| Commerce Bank | 14,819 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisors LLC | 14,861 | $21.2 萬 | 0.00% | +1,792+13.7% | 加碼 |
| Oppenheimer & Co Inc | 15,234 | $21.7 萬 | 0.00% | −400−2.6% | 減碼 |
| MAI Capital Management | 16,215 | $23.1 萬 | 0.00% | −4,511−21.8% | 減碼 |
| Founders Financial Alliance, LLC | 16,524 | $23.5 萬 | 0.10% | −477−2.8% | 減碼 |
| Nations Financial Group Inc, | 16,744 | $23.9 萬 | 0.03% | +16,744 | 新進 |
| Baird Financial Group, Inc. | 17,586 | $25.1 萬 | 0.00% | −390−2.2% | 減碼 |
| Raymond James Trust N.A. | 18,173 | $25.9 萬 | 0.01% | +5,400+42.3% | 加碼 |
| B. Riley Wealth Management, Inc. | 18,200 | $25.9 萬 | 0.02% | +6,000+49.2% | 加碼 |
| AE Wealth Management LLC | 18,926 | $27.0 萬 | 0.00% | +18,926 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 19,509 | $27.8 萬 | 0.01% | −400−2.0% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 19,484 | $27.8 萬 | 0.02% | 00.0% | 不變 |
| Apriem Advisors | 19,675 | $28.0 萬 | 0.04% | 00.0% | 不變 |
| Stephens Inc | 19,977 | $28.5 萬 | 0.00% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 20,099 | $28.6 萬 | 0.11% | −484−2.4% | 減碼 |
| Encompass Wealth Advisors, LLC | 20,484 | $29.2 萬 | 0.07% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 20,712 | $29.5 萬 | 0.00% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 21,399 | $30.5 萬 | 0.03% | −41−0.2% | 減碼 |
| CoreCap Advisors, LLC | 23,494 | $33.5 萬 | 0.02% | +19,006+423.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 24,145 | $34.4 萬 | 0.02% | +4,000+19.9% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 26,028 | $37.1 萬 | 0.16% | −2,350−8.3% | 減碼 |
| Creative Planning | 26,038 | $37.1 萬 | 0.00% | +26,038 | 新進 |
| Capstone Financial Advisors, Inc. | 28,700 | $40.9 萬 | 0.03% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 30,093 | $42.9 萬 | 0.08% | +2,766+10.1% | 加碼 |
| Citigroup Inc | 30,720 | $43.8 萬 | 0.00% | −3,861−11.2% | 減碼 |
| National Asset Management, Inc. | 31,319 | $44.7 萬 | 0.01% | +441+1.4% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 31,629 | $45.1 萬 | 0.13% | −17,631−35.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 33,020 | $47.1 萬 | 0.08% | −1,094−3.2% | 減碼 |
| BFT Financial Group, LLC | 34,991 | $49.9 萬 | 0.08% | +34,991 | 新進 |
| Pflug Koory, LLC | 36,492 | $52.0 萬 | 0.26% | +9,000+32.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 37,201 | $53.0 萬 | 0.01% | +5,600+17.7% | 加碼 |
| Venture Visionary Partners LLC | 38,988 | $55.5 萬 | 0.04% | +56+0.1% | 加碼 |
| Howard Wealth Management, LLC | 39,593 | $56.4 萬 | 0.31% | −63−0.2% | 減碼 |
| Bank of Montreal | 40,288 | $59.3 萬 | 0.00% | −39,031−49.2% | 減碼 |
| Glen Eagle Advisors, LLC | 44,864 | $63.9 萬 | 0.17% | +500+1.1% | 加碼 |
| Patten Group, Inc. | 45,920 | $65.4 萬 | 0.18% | +3,020+7.0% | 加碼 |
| Truist Financial Corp | 52,216 | $74.4 萬 | 0.00% | −15,086−22.4% | 減碼 |
| Maltin Wealth Management, Inc. | 53,332 | $76.0 萬 | 0.50% | −6,244−10.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 56,868 | $82.3 萬 | 0.01% | +56,868 | 新進 |
| Mark Stevens | 58,370 | $83.2 萬 | 0.09% | −581,096−90.9% | 減碼 |
| D.A. Davidson & Co. | 61,601 | $87.8 萬 | 0.01% | +4,262+7.4% | 加碼 |
| StoneX Group Inc. | 62,043 | $89.9 萬 | 0.07% | −330−0.5% | 減碼 |
| Cetera Advisor Networks LLC | 65,753 | $93.7 萬 | 0.01% | +8,037+13.9% | 加碼 |
| Shaker Financial Services, LLC | 68,308 | $97.3 萬 | 0.37% | −273,697−80.0% | 減碼 |
| Commons Capital, LLC | 70,694 | $100.7 萬 | 1.09% | −50−0.1% | 減碼 |
| Prospera Financial Services Inc | 83,739 | $119.3 萬 | 0.05% | −582−0.7% | 減碼 |
| Moors & Cabot, Inc. | 84,189 | $120.0 萬 | 0.07% | −3,567−4.1% | 減碼 |
| Spire Wealth Management | 93,376 | $133.1 萬 | 0.04% | +13,320+16.6% | 加碼 |
| Twelve Points Wealth Management LLC | 95,815 | $136.5 萬 | 1.02% | +44,391+86.3% | 加碼 |
| Arbor Capital Management Inc | 98,463 | $140.8 萬 | 1.08% | +12,888+15.1% | 加碼 |
| Shulman DeMeo Asset Management LLC | 101,198 | $144.2 萬 | 0.40% | −7,544−6.9% | 減碼 |
| Islay Capital Management, LLC | 107,489 | $153.2 萬 | 1.27% | +19,927+22.8% | 加碼 |
| Claraphi Advisory Network, LLC | 111,065 | $158.3 萬 | 0.46% | +86,949+360.5% | 加碼 |
| 1607 Capital Partners, LLC | 124,677 | $177.7 萬 | 0.10% | −46,643−27.2% | 減碼 |
| Janney Montgomery Scott LLC | 133,504 | $190.2 萬 | 0.01% | +19,922+17.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 148,617 | $211.8 萬 | 0.00% | −12,309−7.6% | 減碼 |
| Ameriprise Financial Inc | 215,645 | $307.5 萬 | 0.00% | −13,374−5.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 231,834 | $330.4 萬 | 0.02% | +11,649+5.3% | 加碼 |