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 4 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2022/12/31 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
- 135
- 較 2022 年第 3 季 +11 家
- 持有股數
- 2,657 萬
- 較 2022 年第 3 季 +74.6 萬 (+2.9%)
- 總市值
- $3.36 億
- 較 2022 年第 3 季 +$2,916 萬 (+9.5%)
- 新進機構
- 24
- 另有 48 家加碼
- 清倉機構
- 13
- 另有 32 家減碼
另有 1 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Key Financial Inc | 37 | $440 | 0.00% | 00.0% | 不變 |
| Horan Securities, Inc. | 95 | $1,202 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 100 | $1,265 | 0.00% | +100 | 新進 |
| Colonial Trust Co | 254 | $3,172 | 0.00% | +254 | 新進 |
| Huntington National Bank | – | $5,123 | 0.00% | – | – |
| Romano Brothers and Company | 406 | $5,136 | 0.00% | +406 | 新進 |
| Accurate Wealth Management, LLC | 489 | $6,308 | 0.00% | +489 | 新進 |
| Stephens Consulting, LLC | 744 | $9,412 | 0.01% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 860 | $1.09 萬 | 0.00% | +860 | 新進 |
| Compass Wealth Management LLC | 907 | $1.15 萬 | 0.00% | +907 | 新進 |
| Baldwin Brothers Inc | 1,061 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 1,250 | $1.58 萬 | 0.01% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 1,251 | $1.58 萬 | 0.00% | +1,251 | 新進 |
| Private Trust Co NA | 1,293 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 1,239 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 1,354 | $1.70 萬 | 0.00% | +1,354 | 新進 |
| United Community Bank | 1,500 | $1.90 萬 | 0.02% | +1,500 | 新進 |
| Money Concepts Capital Corp | 1,566 | $1.98 萬 | 0.00% | +1,566 | 新進 |
| MinichMacGregor Wealth Management, LLC | 1,600 | $2.02 萬 | 0.01% | +1,600 | 新進 |
| Geneos Wealth Management Inc. | 1,700 | $2.15 萬 | 0.00% | −5,541−76.5% | 減碼 |
| Osterweis Capital Management Inc | – | $2.28 萬 | 0.00% | – | – |
| Hoese & Co LLP | 1,750 | $2.40 萬 | 0.03% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 2,447 | $3.10 萬 | 0.11% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 2,485 | $3.14 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 2,511 | $3.18 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,731 | $4.70 萬 | 0.00% | −269−6.7% | 減碼 |
| Proequities, Inc. | 4,456 | $5.64 萬 | 0.00% | −734−14.1% | 減碼 |
| Umb Bank N A | 4,929 | $6.20 萬 | 0.00% | 00.0% | 不變 |
| PrairieView Partners, LLC | 5,005 | $6.30 萬 | 0.01% | +5,005 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 5,419 | $6.86 萬 | 0.04% | +3,419+171.0% | 加碼 |
| Spire Wealth Management | 5,500 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 7,594 | $9.60 萬 | 0.08% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 7,890 | $9.98 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 8,139 | $10.3 萬 | 0.00% | +283+3.6% | 加碼 |
| Hollencrest Capital Management | 8,609 | $10.9 萬 | 0.01% | +8,609 | 新進 |
| Citigroup Inc | 9,008 | $11.4 萬 | 0.00% | −330−3.5% | 減碼 |
| Carret Asset Management, LLC | 10,000 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| Global Endowment Management, LP | 10,000 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 10,000 | $12.7 萬 | 0.08% | 00.0% | 不變 |
| Pointe Capital Management LLC | 10,059 | $12.7 萬 | 0.10% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 10,477 | $13.3 萬 | 0.11% | +392+3.9% | 加碼 |
| HighTower Advisors, LLC | 10,919 | $13.8 萬 | 0.00% | −2,756−20.2% | 減碼 |
| Private Capital Management LLC | 11,165 | $14.1 萬 | 0.05% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 11,419 | $14.4 萬 | 0.00% | +11,419 | 新進 |
| Ameliora Wealth Management Ltd. | 11,482 | $14.5 萬 | 0.08% | +11,482 | 新進 |
| Captrust Financial Advisors | 11,778 | $14.9 萬 | 0.00% | +11,778 | 新進 |
| Centaurus Financial, Inc. | 12,311 | $15.6 萬 | 0.01% | +3,690+42.8% | 加碼 |
| GWM Advisors LLC | 15,957 | $15.7 萬 | 0.00% | +15,957 | 新進 |
| Eudaimonia Partners, LLC | 12,575 | $15.9 萬 | 0.04% | +287+2.3% | 加碼 |
| Oppenheimer & Co Inc | 13,310 | $16.8 萬 | 0.00% | −706−5.0% | 減碼 |
| CoreCap Advisors, LLC | 13,310 | $16.8 萬 | 0.01% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 13,394 | $16.9 萬 | 0.05% | −80−0.6% | 減碼 |
| Wealth Dimensions Group, Ltd. | 13,573 | $17.2 萬 | 0.07% | 00.0% | 不變 |
| Davenport & Co LLC | 13,927 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisors LLC | 14,030 | $17.7 萬 | 0.00% | +157+1.1% | 加碼 |
| Apella Capital, LLC | 14,503 | $18.3 萬 | 0.02% | +266+1.9% | 加碼 |
| Founders Financial Alliance, LLC | 14,869 | $18.8 萬 | 0.09% | +651+4.6% | 加碼 |
| Commerce Bank | 15,540 | $19.7 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 15,770 | $19.9 萬 | 0.00% | +15,770 | 新進 |
| US Bancorp | 16,802 | $21.3 萬 | 0.00% | +2,745+19.5% | 加碼 |
| Avantax Advisory Services, Inc. | 17,100 | $21.6 萬 | 0.00% | +2,032+13.5% | 加碼 |
| Maltin Wealth Management, Inc. | 17,481 | $22.1 萬 | 0.16% | +656+3.9% | 加碼 |
| Veritable, L.P. | 17,537 | $22.2 萬 | 0.00% | +17,537 | 新進 |
| Mercer Global Advisors Inc | 17,641 | $22.3 萬 | 0.00% | +3,873+28.1% | 加碼 |
| Kestra Advisory Services, LLC | 19,284 | $24.4 萬 | 0.00% | −486−2.5% | 減碼 |
| Rockefeller Capital Management L.P. | 19,691 | $24.8 萬 | 0.00% | +37+0.2% | 加碼 |
| Apriem Advisors | 19,675 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| Marco Investment Management LLC | 20,300 | $25.7 萬 | 0.03% | 00.0% | 不變 |
| Nations Financial Group Inc, | 20,515 | $26.0 萬 | 0.03% | +3,771+22.5% | 加碼 |
| Equitable Holdings, Inc. | 20,605 | $26.1 萬 | 0.00% | −118−0.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 20,880 | $26.4 萬 | 0.01% | +729+3.6% | 加碼 |
| Encompass Wealth Advisors, LLC | 21,488 | $27.2 萬 | 0.10% | +273+1.3% | 加碼 |
| Baird Financial Group, Inc. | 21,678 | $27.4 萬 | 0.00% | +1,001+4.8% | 加碼 |
| Stephens Inc | 21,732 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 21,762 | $27.5 萬 | 0.04% | 00.0% | 不變 |
| AE Wealth Management LLC | 22,658 | $28.7 萬 | 0.00% | −1,476−6.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 22,880 | $28.9 萬 | 0.00% | +2,669+13.2% | 加碼 |
| Regal Investment Advisors LLC | 23,026 | $29.1 萬 | 0.03% | +863+3.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 24,600 | $31.1 萬 | 0.02% | −14,757−37.5% | 減碼 |
| Bank of Montreal | 24,446 | $31.2 萬 | 0.00% | −3,043−11.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 25,753 | $32.6 萬 | 0.02% | −3,800−12.9% | 減碼 |
| Capstone Financial Advisors, Inc. | 26,423 | $33.4 萬 | 0.03% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 27,110 | $34.3 萬 | 0.17% | +362+1.4% | 加碼 |
| Weiss Asset Management LP | 28,401 | $35.9 萬 | 0.02% | +28,401 | 新進 |
| Palogic Value Management, L.P. | 28,871 | $36.5 萬 | 0.19% | +28,871 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 29,168 | $36.9 萬 | 0.08% | +435+1.5% | 加碼 |
| Venture Visionary Partners LLC | 33,972 | $43.0 萬 | 0.03% | −3,805−10.1% | 減碼 |
| Howard Wealth Management, LLC | 37,846 | $47.9 萬 | 0.39% | −1,058−2.7% | 減碼 |
| Pflug Koory, LLC | 38,217 | $48.3 萬 | 0.27% | +1,500+4.1% | 加碼 |
| Alpine Global Management, LLC | 38,373 | $48.5 萬 | 0.16% | +38,373 | 新進 |
| IFP Advisors, Inc | 37,209 | $52.6 萬 | 0.02% | +2,906+8.5% | 加碼 |
| Armor Investment Advisors, LLC | 41,654 | $52.7 萬 | 0.32% | −8,003−16.1% | 減碼 |
| Centurion Wealth Management LLC | 42,271 | $53.5 萬 | 0.30% | +42,271 | 新進 |
| Steward Partners Investment Advisory, LLC | 44,506 | $56.3 萬 | 0.01% | +1,505+3.5% | 加碼 |
| Glen Eagle Advisors, LLC | 47,344 | $59.9 萬 | 0.16% | +1,050+2.3% | 加碼 |
| Claraphi Advisory Network, LLC | 48,030 | $60.8 萬 | 0.24% | −14,624−23.3% | 減碼 |
| StoneX Group Inc. | 57,319 | $72.5 萬 | 0.09% | −3,731−6.1% | 減碼 |
| International Assets Investment Management, LLC | 62,379 | $78.9 萬 | 0.08% | +34,215+121.5% | 加碼 |
| Truist Financial Corp | 63,783 | $80.7 萬 | 0.00% | +3,059+5.0% | 加碼 |
| Commons Capital, LLC | 69,892 | $88.4 萬 | 1.46% | −1,277−1.8% | 減碼 |