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 2 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2023/6/30 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
- 135
- 較 2023 年第 1 季 +8 家
- 持有股數
- 2,733 萬
- 較 2023 年第 1 季 +45.0 萬 (+1.7%)
- 總市值
- $3.66 億
- 較 2023 年第 1 季 +$1,361 萬 (+3.9%)
- 新進機構
- 20
- 另有 44 家加碼
- 清倉機構
- 12
- 另有 34 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Key Financial Inc | 37 | $495 | 0.00% | 00.0% | 不變 |
| Horan Securities, Inc. | 95 | $1,270 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 187 | $2,500 | 0.00% | +187 | 新進 |
| Ameliora Wealth Management Ltd. | 200 | $2,674 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 254 | $3,358 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 307 | $4,103 | 0.00% | +6+2.0% | 加碼 |
| Huntington National Bank | – | $5,415 | 0.00% | – | – |
| Stephens Consulting, LLC | 744 | $9,948 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 857 | $1.15 萬 | 0.00% | +857 | 新進 |
| Compass Wealth Management LLC | 907 | $1.21 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 978 | $1.30 萬 | 0.00% | +978 | 新進 |
| Centerpoint Advisors, LLC | 978 | $1.30 萬 | 0.01% | +978 | 新進 |
| Northwest Capital Management Inc | 978 | $1.31 萬 | 0.01% | +978 | 新進 |
| Geneos Wealth Management Inc. | 1,000 | $1.34 萬 | 0.00% | −700−41.2% | 減碼 |
| JPMorgan Chase & Co | 1,140 | $1.52 萬 | 0.00% | +1,140 | 新進 |
| Impact Partnership Wealth, LLC | 1,180 | $1.58 萬 | 0.01% | +1,180 | 新進 |
| Dividend Assets Capital, LLC | 1,239 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,293 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 1,500 | $2.01 萬 | 0.02% | −2,462−62.1% | 減碼 |
| Osterweis Capital Management Inc | – | $2.27 萬 | 0.00% | – | – |
| Hoese & Co LLP | 1,750 | $2.34 萬 | 0.02% | 00.0% | 不變 |
| Johnson Midwest Financial, LLC | 2,447 | $3.27 萬 | 0.03% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 2,474 | $3.30 萬 | 0.00% | −991−28.6% | 減碼 |
| CoreFirst Bank & Trust | 2,485 | $3.32 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 2,511 | $3.36 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 3,100 | $4.14 萬 | 0.00% | +3,100 | 新進 |
| Proequities, Inc. | 4,456 | $6.06 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 5,000 | $6.60 萬 | 0.08% | 00.0% | 不變 |
| Citigroup Inc | 6,293 | $8.41 萬 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 7,594 | $10.2 萬 | 0.08% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 7,890 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 8,139 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 8,609 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 8,797 | $11.8 萬 | 0.04% | +2,400+37.5% | 加碼 |
| Carret Asset Management, LLC | 10,000 | $13.4 萬 | 0.02% | 00.0% | 不變 |
| Global Endowment Management, LP | 10,000 | $13.4 萬 | 0.02% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 10,313 | $13.8 萬 | 0.00% | −3,114−23.2% | 減碼 |
| Creative Planning | 10,322 | $13.8 萬 | 0.00% | +10,322 | 新進 |
| Kovack Advisors, Inc. | 10,534 | $14.1 萬 | 0.02% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 10,666 | $14.3 萬 | 0.06% | +189+1.8% | 加碼 |
| Elequin Capital LP | 10,980 | $14.7 萬 | 0.08% | +1,762+19.1% | 加碼 |
| Eudaimonia Partners, LLC | 10,993 | $14.7 萬 | 0.03% | −1,582−12.6% | 減碼 |
| Centaurus Financial, Inc. | 11,743 | $15.7 萬 | 0.01% | −2,699−18.7% | 減碼 |
| Bank of New York Mellon Corp | 11,966 | $16.0 萬 | 0.00% | −1,183−9.0% | 減碼 |
| Envestnet Asset Management Inc | 12,043 | $16.1 萬 | 0.00% | +1,702+16.5% | 加碼 |
| Summit Financial, LLC | 12,203 | $16.6 萬 | 0.01% | +12,203 | 新進 |
| Western Wealth Management, LLC | 12,700 | $17.0 萬 | 0.01% | +12,700 | 新進 |
| US Bancorp | 12,725 | $17.0 萬 | 0.00% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 13,079 | $17.5 萬 | 0.07% | −1,059−7.5% | 減碼 |
| CoreCap Advisors, LLC | 13,310 | $17.8 萬 | 0.01% | +13,310 | 新進 |
| Occidental Asset Management, LLC | 13,394 | $17.9 萬 | 0.04% | 00.0% | 不變 |
| Wealth Dimensions Group, Ltd. | 13,573 | $18.1 萬 | 0.07% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 13,625 | $18.2 萬 | 0.00% | +132+1.0% | 加碼 |
| Davenport & Co LLC | 13,927 | $18.6 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisors LLC | 14,395 | $19.2 萬 | 0.00% | +179+1.3% | 加碼 |
| Commerce Bank | 14,819 | $19.8 萬 | 0.00% | −721−4.6% | 減碼 |
| Apella Capital, LLC | 15,035 | $20.1 萬 | 0.01% | +15,035 | 新進 |
| Mercer Global Advisors Inc | 15,170 | $20.3 萬 | 0.00% | −1,140−7.0% | 減碼 |
| GWM Advisors LLC | 15,957 | $21.3 萬 | 0.00% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 16,201 | $21.7 萬 | 0.01% | +16,201 | 新進 |
| Triumph Capital Management | 17,032 | $23.2 萬 | 0.11% | +17,032 | 新進 |
| Veritable, L.P. | 17,537 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 17,741 | $23.7 萬 | 0.17% | +260+1.5% | 加碼 |
| Apriem Advisors | 19,675 | $26.3 萬 | 0.04% | 00.0% | 不變 |
| Marco Investment Management LLC | 20,300 | $27.1 萬 | 0.03% | 00.0% | 不變 |
| Nations Financial Group Inc, | 20,515 | $27.4 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 21,328 | $28.5 萬 | 0.00% | +723+3.5% | 加碼 |
| Encompass Wealth Advisors, LLC | 21,621 | $28.9 萬 | 0.09% | +133+0.6% | 加碼 |
| Instrumental Wealth, LLC | 21,806 | $29.6 萬 | 0.36% | +996+4.8% | 加碼 |
| Regal Investment Advisors LLC | 22,654 | $30.3 萬 | 0.03% | +406+1.8% | 加碼 |
| Walleye Capital LLC | 23,371 | $31.2 萬 | 0.01% | +23,371 | 新進 |
| Commons Capital, LLC | 23,390 | $31.3 萬 | 0.47% | −39,340−62.7% | 減碼 |
| AE Wealth Management LLC | 24,302 | $32.5 萬 | 0.00% | −291−1.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 24,722 | $33.1 萬 | 0.01% | +122+0.5% | 加碼 |
| Palogic Value Management, L.P. | 25,371 | $33.9 萬 | 0.16% | −1,000−3.8% | 減碼 |
| Capstone Financial Advisors, Inc. | 26,423 | $35.3 萬 | 0.03% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 26,577 | $35.5 萬 | 0.00% | +1,500+6.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 27,253 | $36.4 萬 | 0.02% | +2,000+7.9% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 27,825 | $37.2 萬 | 0.17% | +358+1.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 28,209 | $37.7 萬 | 0.00% | +4,794+20.5% | 加碼 |
| Naviter Wealth, LLC | 28,208 | $38.4 萬 | 0.10% | +28,208 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 29,277 | $39.1 萬 | 0.07% | +209+0.7% | 加碼 |
| International Assets Investment Management, LLC | 32,403 | $43.3 萬 | 0.06% | +1,087+3.5% | 加碼 |
| Mariner, LLC | 33,127 | $44.3 萬 | 0.00% | +33,127 | 新進 |
| Landscape Capital Management, L.L.C. | 33,142 | $44.3 萬 | 0.06% | +33,142 | 新進 |
| Venture Visionary Partners LLC | 34,177 | $45.7 萬 | 0.03% | +126+0.4% | 加碼 |
| BFT Financial Group, LLC | 34,991 | $46.8 萬 | 0.05% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 35,238 | $47.1 萬 | 0.29% | −2,126−5.7% | 減碼 |
| Kestra Advisory Services, LLC | 36,100 | $48.3 萬 | 0.00% | +17,246+91.5% | 加碼 |
| Howard Wealth Management, LLC | 37,071 | $49.6 萬 | 0.43% | −232−0.6% | 減碼 |
| Pflug Koory, LLC | 37,617 | $50.3 萬 | 0.26% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 39,300 | $52.5 萬 | 0.01% | −1,127−2.8% | 減碼 |
| Centurion Wealth Management LLC | 44,768 | $59.9 萬 | 0.29% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 46,969 | $62.8 萬 | 0.14% | −375−0.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 47,772 | $63.9 萬 | 0.01% | +6,148+14.8% | 加碼 |
| Spire Wealth Management | 49,768 | $66.5 萬 | 0.02% | −500−1.0% | 減碼 |
| Mark Stevens | 55,213 | $73.8 萬 | 0.10% | −26,800−32.7% | 減碼 |
| StoneX Group Inc. | 58,690 | $79.9 萬 | 0.08% | +462+0.8% | 加碼 |
| Atomi Financial Group, Inc. | 61,039 | $81.6 萬 | 0.37% | +4,637+8.2% | 加碼 |
| Truist Financial Corp | 78,882 | $105.5 萬 | 0.00% | +7,237+10.1% | 加碼 |