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。
2025 年第 1 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2025/3/31 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
- 165
- 較 2024 年第 4 季 −3 家
- 持有股數
- 3,212 萬
- 較 2024 年第 4 季 −39.5 萬 (−1.2%)
- 總市值
- $4.21 億
- 較 2024 年第 4 季 −$3,343 萬 (−7.3%)
- 新進機構
- 16
- 另有 50 家加碼
- 清倉機構
- 19
- 另有 49 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 21 | $276 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 33 | $384 | 0.00% | +33 | 新進 |
| Key Financial Inc | 37 | $485 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 100 | $1,312 | 0.00% | +100 | 新進 |
| St Germain D J Co Inc | 187 | $2,453 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 200 | $2,624 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 250 | $3,280 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 254 | $3,310 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 314 | $4,120 | 0.00% | +52+19.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6,101 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 481 | $6,330 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 504 | $6,612 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 577 | $7,571 | 0.00% | +577 | 新進 |
| Rothschild Investment LLC | 693 | $9,092 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 744 | $9,762 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 750 | $9,870 | 0.00% | +750 | 新進 |
| Bokf, NA | 930 | $1.22 萬 | 0.00% | +930 | 新進 |
| Northwest Capital Management Inc | 978 | $1.28 萬 | 0.01% | 00.0% | 不變 |
| South State Corp. | 978 | $1.28 萬 | 0.00% | +978 | 新進 |
| WPG Advisers, LLC | 1,061 | $1.39 萬 | 0.01% | −390−26.9% | 減碼 |
| Hoese & Co LLP | 1,750 | $2.30 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 1,748 | $2.30 萬 | 0.00% | +770+78.7% | 加碼 |
| Delta Asset Management LLC | 1,800 | $2.36 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,850 | $2.43 萬 | 0.00% | 00.0% | 不變 |
| Bangor Savings Bank | 1,957 | $2.57 萬 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 1,957 | $2.62 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 2,199 | $2.89 萬 | 0.00% | +2,199 | 新進 |
| Private Trust Co NA | 2,293 | $3.01 萬 | 0.00% | −1,246−35.2% | 減碼 |
| JPMorgan Chase & Co | 2,429 | $3.19 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 2,468 | $3.24 萬 | 0.00% | −5,422−68.7% | 減碼 |
| Global Financial Private Client, LLC | 2,486 | $3.26 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 2,650 | $3.48 萬 | 0.00% | −536−16.8% | 減碼 |
| Huntington National Bank | – | $3.51 萬 | 0.00% | – | – |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $3.94 萬 | 0.02% | 00.0% | 不變 |
| Smallwood Wealth Investment Management, LLC | 4,027 | $5.28 萬 | 0.03% | +4,027 | 新進 |
| FNY Investment Advisers, LLC | 5,000 | $6.50 萬 | 0.04% | +5,000 | 新進 |
| US Bancorp | 5,000 | $6.56 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 5,534 | $7.26 萬 | 0.01% | +1,134+25.8% | 加碼 |
| IFP Advisors, Inc | 5,600 | $7.35 萬 | 0.00% | +2,200+64.7% | 加碼 |
| Arlington Trust Co LLC | 6,000 | $7.87 萬 | 0.02% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 7,655 | $10.0 萬 | 0.07% | +7,655 | 新進 |
| Hollencrest Capital Management | 8,609 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 9,418 | $12.4 萬 | 0.00% | +7,009+291.0% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 9,722 | $12.8 萬 | 0.06% | 00.0% | 不變 |
| Carret Asset Management, LLC | 10,000 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Global Endowment Management, LP | 10,000 | $13.1 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 10,690 | $13.6 萬 | 0.00% | +32+0.3% | 加碼 |
| Arq Wealth Advisors, LLC | 10,434 | $13.7 萬 | 0.05% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 11,660 | $15.3 萬 | 0.03% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 11,807 | $15.5 萬 | 0.00% | −3,267−21.7% | 減碼 |
| Clarity Wealth Advisors, LLC | 12,172 | $16.0 萬 | 0.04% | −1,128−8.5% | 減碼 |
| Summit Financial, LLC | 12,203 | $16.0 萬 | 0.00% | 00.0% | 不變 |
| Wealth Dimensions Group, Ltd. | 12,253 | $16.1 萬 | 0.04% | −952−7.2% | 減碼 |
| Founders Financial Alliance, LLC | 12,934 | $17.0 萬 | 0.04% | −10.0% | 減碼 |
| Centurion Wealth Management LLC | 12,318 | $17.2 萬 | 0.05% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 13,188 | $17.3 萬 | 0.02% | −10−0.1% | 減碼 |
| World Equity Group, Inc. | 13,200 | $17.3 萬 | 0.05% | −8,500−39.2% | 減碼 |
| Kovack Advisors, Inc. | 13,278 | $17.4 萬 | 0.02% | +1,100+9.0% | 加碼 |
| CoreCap Advisors, LLC | 13,310 | $17.5 萬 | 0.01% | 00.0% | 不變 |
| Davenport & Co LLC | 13,927 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 14,481 | $19.0 萬 | 0.00% | −4,507−23.7% | 減碼 |
| Mariner, LLC | 14,506 | $19.0 萬 | 0.00% | −7,441−33.9% | 減碼 |
| Apella Capital, LLC | 15,035 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 14,660 | $19.2 萬 | 0.01% | +14,660 | 新進 |
| Commons Capital, LLC | 14,927 | $19.6 萬 | 0.18% | −3,538−19.2% | 減碼 |
| Green Harvest Asset Management LLC | 15,760 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Commerce Bank | 15,819 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| Bay Capital Advisors, LLC | 15,950 | $20.9 萬 | 0.17% | 00.0% | 不變 |
| Jane Street Group, LLC | 16,232 | $21.3 萬 | 0.00% | +16,232 | 新進 |
| MML Investors Services, LLC | 17,000 | $22.3 萬 | 0.00% | +3,772+28.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 17,417 | $22.9 萬 | 0.00% | +1,189+7.3% | 加碼 |
| Triumph Capital Management | 17,432 | $22.9 萬 | 0.08% | +500+3.0% | 加碼 |
| Pathstone Holdings, LLC | 17,537 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| Apriem Advisors | 17,968 | $23.6 萬 | 0.03% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 17,981 | $23.6 萬 | 0.11% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 17,817 | $23.9 萬 | 0.00% | +3,094+21.0% | 加碼 |
| Avantax Advisory Services, Inc. | 18,653 | $24.5 萬 | 0.00% | +18,653 | 新進 |
| Quantedge Capital Pte Ltd | 19,500 | $25.6 萬 | 0.08% | +3,500+21.9% | 加碼 |
| Armor Investment Advisors, LLC | 19,687 | $25.8 萬 | 0.11% | −107−0.5% | 減碼 |
| Creative Planning | 20,012 | $26.3 萬 | 0.00% | −10,306−34.0% | 減碼 |
| Glen Eagle Advisors, LLC | 20,464 | $26.8 萬 | 0.04% | −12,093−37.1% | 減碼 |
| Palogic Value Management, L.P. | 21,871 | $28.7 萬 | 0.13% | 00.0% | 不變 |
| Nations Financial Group Inc, | 22,430 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| Integrated Capital Management, Inc. | 22,463 | $29.5 萬 | 0.23% | +875+4.1% | 加碼 |
| Encompass Wealth Advisors, LLC | 22,622 | $29.7 萬 | 0.12% | 00.0% | 不變 |
| Instrumental Wealth, LLC | 23,840 | $30.5 萬 | 0.28% | 00.0% | 不變 |
| Colony Group, LLC | 24,831 | $32.6 萬 | 0.00% | −4,600−15.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 24,964 | $32.8 萬 | 0.00% | +3,720+17.5% | 加碼 |
| Landscape Capital Management, L.L.C. | 24,985 | $32.8 萬 | 0.03% | −6,292−20.1% | 減碼 |
| Tyche Wealth Partners LLC | 25,621 | $33.6 萬 | 0.07% | 00.0% | 不變 |
| Marco Investment Management LLC | 27,300 | $35.8 萬 | 0.03% | +7,000+34.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 27,376 | $35.9 萬 | 0.05% | −1,349−4.7% | 減碼 |
| NBC Securities, Inc. | 29,069 | $38.1 萬 | 0.03% | +29,040+100,137.9% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 30,647 | $40.2 萬 | 0.16% | +477+1.6% | 加碼 |
| Baird Financial Group, Inc. | 31,159 | $40.9 萬 | 0.00% | +902+3.0% | 加碼 |
| Pflug Koory, LLC | 33,682 | $44.2 萬 | 0.25% | −935−2.7% | 減碼 |
| StoneX Group Inc. | 33,155 | $44.4 萬 | 0.02% | −11,426−25.6% | 減碼 |
| Spire Wealth Management | 33,896 | $44.5 萬 | 0.01% | +3,920+13.1% | 加碼 |
| Rockefeller Capital Management L.P. | 33,931 | $44.5 萬 | 0.00% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 34,247 | $44.9 萬 | 0.00% | −955−2.7% | 減碼 |