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。
2023 年第 1 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2023/3/31 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
- 129
- 較 2022 年第 4 季 −3 家
- 持有股數
- 2,690 萬
- 較 2022 年第 4 季 +40.5 萬 (+1.5%)
- 總市值
- $3.52 億
- 較 2022 年第 4 季 +$1,698 萬 (+5.1%)
- 新進機構
- 15
- 另有 33 家加碼
- 清倉機構
- 18
- 另有 39 家減碼
另有 3 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 2 | $26 | 0.00% | +2 | 新進 |
| Advisory Services Network, LLC | 15 | $196 | 0.00% | −85−85.0% | 減碼 |
| Key Financial Inc | 37 | $484 | 0.00% | 00.0% | 不變 |
| Horan Securities, Inc. | 95 | $1,244 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 200 | $2,618 | 0.00% | −11,282−98.3% | 減碼 |
| Colonial Trust Co | 254 | $3,294 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 301 | $3,946 | 0.00% | +301 | 新進 |
| Huntington National Bank | – | $5,301 | 0.00% | – | – |
| Chilton Capital Management LLC | 708 | $9,268 | 0.00% | +708 | 新進 |
| Stephens Consulting, LLC | 744 | $9,739 | 0.01% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 860 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Compass Wealth Management LLC | 907 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| Ten Capital Wealth Advisors, LLC | 938 | $1.23 萬 | 0.00% | −312−25.0% | 減碼 |
| Baldwin Brothers Inc | 1,061 | $1.39 萬 | 0.00% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 1,239 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 1,251 | $1.64 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,293 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,700 | $2.23 萬 | 0.00% | 00.0% | 不變 |
| Hoese & Co LLP | 1,750 | $2.32 萬 | 0.03% | 00.0% | 不變 |
| Osterweis Capital Management Inc | – | $2.36 萬 | 0.00% | – | – |
| Johnson Midwest Financial, LLC | 2,447 | $3.20 萬 | 0.05% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 2,485 | $3.25 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 2,511 | $3.29 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 2,708 | $3.54 萬 | 0.00% | +2,708 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 3,465 | $4.50 萬 | 0.00% | −266−7.1% | 減碼 |
| Chesapeake Asset Management LLC | 3,962 | $5.19 萬 | 0.05% | +3,962 | 新進 |
| Proequities, Inc. | 4,456 | $5.94 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 5,000 | $6.50 萬 | 0.08% | +5,000 | 新進 |
| Citigroup Inc | 6,293 | $8.24 萬 | 0.00% | −2,715−30.1% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 6,397 | $8.37 萬 | 0.04% | +978+18.0% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 7,594 | $9.90 萬 | 0.08% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 7,890 | $10.3 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 8,139 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 8,609 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Elequin Capital LP | 9,218 | $12.1 萬 | 0.08% | +9,218 | 新進 |
| Global Endowment Management, LP | 10,000 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Carret Asset Management, LLC | 10,000 | $13.1 萬 | 0.02% | 00.0% | 不變 |
| Pointe Capital Management LLC | 10,059 | $13.2 萬 | 0.10% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 10,341 | $13.5 萬 | 0.00% | −1,078−9.4% | 減碼 |
| Jane Street Group, LLC | 10,424 | $13.6 萬 | 0.00% | +10,424 | 新進 |
| Horizon Wealth Management, LLC | 10,477 | $13.7 萬 | 0.10% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 10,534 | $13.8 萬 | 0.02% | +10,534 | 新進 |
| Eudaimonia Partners, LLC | 12,575 | $16.5 萬 | 0.04% | 00.0% | 不變 |
| US Bancorp | 12,725 | $16.7 萬 | 0.00% | −4,077−24.3% | 減碼 |
| Avantax Advisory Services, Inc. | 12,897 | $16.9 萬 | 0.00% | −4,203−24.6% | 減碼 |
| Barber Financial Group, Inc. | 12,902 | $16.9 萬 | 0.03% | +12,902 | 新進 |
| Bank of New York Mellon Corp | 13,149 | $17.2 萬 | 0.00% | +13,149 | 新進 |
| Rockefeller Capital Management L.P. | 13,493 | $17.5 萬 | 0.00% | −6,198−31.5% | 減碼 |
| Occidental Asset Management, LLC | 13,394 | $17.5 萬 | 0.04% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 13,427 | $17.6 萬 | 0.00% | −7,453−35.7% | 減碼 |
| Wealth Dimensions Group, Ltd. | 13,573 | $17.8 萬 | 0.07% | 00.0% | 不變 |
| Davenport & Co LLC | 13,927 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 14,138 | $18.6 萬 | 0.09% | −731−4.9% | 減碼 |
| Cetera Advisors LLC | 14,216 | $18.6 萬 | 0.00% | +186+1.3% | 加碼 |
| Centaurus Financial, Inc. | 14,442 | $18.9 萬 | 0.02% | +2,131+17.3% | 加碼 |
| Commerce Bank | 15,540 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 15,957 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 16,310 | $21.4 萬 | 0.00% | −1,331−7.5% | 減碼 |
| Maltin Wealth Management, Inc. | 17,481 | $22.9 萬 | 0.16% | 00.0% | 不變 |
| Veritable, L.P. | 17,537 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 18,854 | $24.7 萬 | 0.00% | −430−2.2% | 減碼 |
| Apriem Advisors | 19,675 | $25.8 萬 | 0.04% | 00.0% | 不變 |
| Marco Investment Management LLC | 20,300 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| Nations Financial Group Inc, | 20,515 | $26.9 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 20,605 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 20,706 | $27.1 萬 | 0.04% | −1,056−4.9% | 減碼 |
| Instrumental Wealth, LLC | 20,810 | $27.2 萬 | 0.36% | +20,810 | 新進 |
| Encompass Wealth Advisors, LLC | 21,488 | $28.1 萬 | 0.10% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 22,248 | $29.1 萬 | 0.03% | −778−3.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 23,415 | $30.7 萬 | 0.00% | +535+2.3% | 加碼 |
| AE Wealth Management LLC | 24,593 | $32.2 萬 | 0.00% | +1,935+8.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 24,600 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 25,077 | $32.8 萬 | 0.00% | +3,399+15.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 25,253 | $33.1 萬 | 0.02% | −500−1.9% | 減碼 |
| Stephens Inc | 26,227 | $34.3 萬 | 0.01% | +4,495+20.7% | 加碼 |
| Palogic Value Management, L.P. | 26,371 | $34.5 萬 | 0.17% | −2,500−8.7% | 減碼 |
| Capstone Financial Advisors, Inc. | 26,423 | $34.6 萬 | 0.03% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 27,467 | $36.0 萬 | 0.17% | +357+1.3% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 29,068 | $38.1 萬 | 0.08% | −100−0.3% | 減碼 |
| International Assets Investment Management, LLC | 31,316 | $41.0 萬 | 0.06% | −31,063−49.8% | 減碼 |
| Venture Visionary Partners LLC | 34,051 | $44.6 萬 | 0.03% | +79+0.2% | 加碼 |
| BFT Financial Group, LLC | 34,991 | $45.8 萬 | 0.07% | +34,991 | 新進 |
| Howard Wealth Management, LLC | 37,303 | $48.8 萬 | 0.41% | −543−1.4% | 減碼 |
| Armor Investment Advisors, LLC | 37,364 | $48.9 萬 | 0.28% | −4,290−10.3% | 減碼 |
| Pflug Koory, LLC | 37,617 | $49.2 萬 | 0.27% | −600−1.6% | 減碼 |
| Advisors Asset Management, Inc. | 40,427 | $52.9 萬 | 0.01% | −111,497−73.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 41,624 | $54.5 萬 | 0.01% | −2,882−6.5% | 減碼 |
| Centurion Wealth Management LLC | 44,768 | $58.6 萬 | 0.30% | +2,497+5.9% | 加碼 |
| Glen Eagle Advisors, LLC | 47,344 | $62.0 萬 | 0.16% | 00.0% | 不變 |
| Spire Wealth Management | 50,268 | $65.8 萬 | 0.03% | +44,768+814.0% | 加碼 |
| Atomi Financial Group, Inc. | 56,402 | $73.8 萬 | 0.41% | +56,402 | 新進 |
| StoneX Group Inc. | 58,228 | $77.6 萬 | 0.08% | +909+1.6% | 加碼 |
| Shaker Financial Services, LLC | 62,500 | $81.8 萬 | 0.36% | +62,500 | 新進 |
| Commons Capital, LLC | 62,730 | $82.1 萬 | 1.32% | −7,162−10.2% | 減碼 |
| Truist Financial Corp | 71,645 | $93.8 萬 | 0.00% | +7,862+12.3% | 加碼 |
| Cetera Advisor Networks LLC | 76,488 | $100.1 萬 | 0.01% | −986−1.3% | 減碼 |
| Patten Group, Inc. | 76,640 | $100.3 萬 | 0.30% | +4,944+6.9% | 加碼 |
| D.A. Davidson & Co. | 80,494 | $105.4 萬 | 0.01% | +10,456+14.9% | 加碼 |
| Mark Stevens | 82,013 | $107.4 萬 | 0.14% | −14,131−14.7% | 減碼 |
| Islay Capital Management, LLC | 84,350 | $110.4 萬 | 1.08% | +7,703+10.0% | 加碼 |