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 2 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2025/6/30 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
- 159
- 較 2025 年第 1 季 −4 家
- 持有股數
- 3,155 萬
- 較 2025 年第 1 季 +13.6 萬 (+0.4%)
- 總市值
- $4.38 億
- 較 2025 年第 1 季 +$2,574 萬 (+6.2%)
- 新進機構
- 12
- 另有 58 家加碼
- 清倉機構
- 16
- 另有 46 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 11,835,003 | $1.64 億 | 0.01% | +235,555+2.0% | 加碼 |
| Wells Fargo & Company | 1,689,550 | $2,345 萬 | 0.01% | +24,066+1.4% | 加碼 |
| LPL Financial LLC | 1,629,051 | $2,261 萬 | 0.01% | +13,705+0.8% | 加碼 |
| Invesco Ltd. | 1,507,507 | $2,092 萬 | 0.00% | −6,190−0.4% | 減碼 |
| UBS Group AG | 1,488,300 | $2,066 萬 | 0.00% | −62,599−4.0% | 減碼 |
| Raymond James Financial Inc | 951,409 | $1,321 萬 | 0.00% | −6,191−0.6% | 減碼 |
| Advisors Asset Management, Inc. | 928,716 | $1,289 萬 | 0.23% | +142,751+18.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 905,057 | $1,256 萬 | 0.02% | +268,146+42.1% | 加碼 |
| Bank of America Corp | 823,947 | $1,144 萬 | 0.00% | +23,548+2.9% | 加碼 |
| Guggenheim Capital LLC | 723,627 | $1,004 萬 | 0.08% | +54,659+8.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 567,331 | $787.5 萬 | 0.02% | +9,085+1.6% | 加碼 |
| Royal Bank of Canada | 479,512 | $665.6 萬 | 0.00% | −16,115−3.3% | 減碼 |
| Twelve Points Wealth Management LLC | 432,690 | $600.6 萬 | 1.62% | +17,712+4.3% | 加碼 |
| Advisor Group Holdings, Inc. | 380,959 | $528.8 萬 | 0.01% | +11,267+3.0% | 加碼 |
| Cornerstone Advisors, LLC | 380,684 | $528.4 萬 | 0.18% | −319,886−45.7% | 減碼 |
| CNH Partners LLC | 361,193 | $499.2 萬 | 0.12% | −110,555−23.4% | 減碼 |
| Focused Wealth Management, Inc | 333,887 | $463.4 萬 | 0.57% | +5,157+1.6% | 加碼 |
| Commonwealth Equity Services, LLC | 327,849 | $455.1 萬 | 0.01% | −21,679−6.2% | 減碼 |
| Ameriprise Financial Inc | 313,236 | $433.4 萬 | 0.00% | −85,514−21.4% | 減碼 |
| Stifel Financial Corp | 302,608 | $420.0 萬 | 0.00% | +21,227+7.5% | 加碼 |
| Janney Montgomery Scott LLC | 269,380 | $373.9 萬 | 0.01% | +57,802+27.3% | 加碼 |
| MONECO Advisors, LLC | 257,967 | $358.1 萬 | 0.33% | −5,745−2.2% | 減碼 |
| Sage Capital Management, LLC | 255,095 | $354.1 萬 | 1.70% | +5,845+2.3% | 加碼 |
| Two Sigma Investments, LP | 169,380 | $235.1 萬 | 0.00% | +169,380 | 新進 |
| Envestnet Asset Management Inc | 167,022 | $231.8 萬 | 0.00% | −7,869−4.5% | 減碼 |
| Polar Asset Management Partners Inc. | 156,696 | $217.5 萬 | 0.05% | +156,696 | 新進 |
| Cetera Investment Advisers | 153,547 | $213.1 萬 | 0.00% | +12,540+8.9% | 加碼 |
| TPG Advisors LLC | 138,713 | $192.5 萬 | 1.39% | −684−0.5% | 減碼 |
| NCP Inc. | 127,332 | $176.7 萬 | 1.67% | +1,030+0.8% | 加碼 |
| Prosperity Wealth Management, Inc. | 123,745 | $171.8 萬 | 0.64% | +1,479+1.2% | 加碼 |
| Park Avenue Securities LLC | 122,039 | $169.4 萬 | 0.02% | −5,262−4.1% | 減碼 |
| Richmond Investment Services, LLC | 114,171 | $158.5 萬 | 0.33% | +55,841+95.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 105,731 | $146.8 萬 | 0.01% | +29,828+39.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 104,200 | $144.6 萬 | 0.06% | +51,900+99.2% | 加碼 |
| Prospera Financial Services Inc | 100,783 | $139.9 萬 | 0.03% | +1,476+1.5% | 加碼 |
| Shulman DeMeo Asset Management LLC | 96,095 | $133.4 萬 | 0.33% | −115−0.1% | 減碼 |
| Comerica Bank | 92,866 | $128.9 萬 | 0.01% | +2,751+3.1% | 加碼 |
| GWM Advisors LLC | 87,831 | $121.9 萬 | 0.01% | +44,416+102.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 87,808 | $121.9 萬 | 0.01% | +35,435+67.7% | 加碼 |
| Puff Wealth Management, LLC | 81,552 | $113.2 萬 | 1.84% | +2,487+3.1% | 加碼 |
| Shaker Financial Services, LLC | 77,595 | $110.6 萬 | 0.40% | −131,757−62.9% | 減碼 |
| Atomi Financial Group, Inc. | 77,062 | $107.0 萬 | 0.04% | −4,820−5.9% | 減碼 |
| Islay Capital Management, LLC | 76,317 | $105.9 萬 | 0.68% | −3,939−4.9% | 減碼 |
| Kestra Advisory Services, LLC | 74,671 | $103.6 萬 | 0.01% | +7,456+11.1% | 加碼 |
| Moors & Cabot, Inc. | 73,052 | $101.4 萬 | 0.05% | −58,920−44.6% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 68,604 | $95.2 萬 | 1.08% | +166+0.2% | 加碼 |
| Sims Investment Management, LLC | 60,100 | $83.4 萬 | 0.34% | 00.0% | 不變 |
| Patten Group, Inc. | 58,215 | $80.8 萬 | 0.17% | −430−0.7% | 減碼 |
| GatePass Capital, LLC | 58,000 | $80.5 萬 | 0.53% | −3,000−4.9% | 減碼 |
| Matrix Trust Co | 57,855 | $80.3 萬 | 0.13% | +384+0.7% | 加碼 |
| Venture Visionary Partners LLC | 52,681 | $73.1 萬 | 0.03% | −1,644−3.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 50,446 | $70.0 萬 | 0.01% | +516+1.0% | 加碼 |
| D.A. Davidson & Co. | 48,594 | $67.4 萬 | 0.00% | +339+0.7% | 加碼 |
| Alteri Wealth LLC | 47,955 | $66.6 萬 | 0.26% | +4,550+10.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 47,387 | $65.8 萬 | 0.00% | +1,448+3.2% | 加碼 |
| International Assets Investment Management, LLC | 47,367 | $65.7 萬 | 0.05% | +4,433+10.3% | 加碼 |
| Truist Financial Corp | 41,249 | $57.3 萬 | 0.00% | −27−0.1% | 減碼 |
| Hilltop Holdings Inc. | 39,598 | $55.0 萬 | 0.04% | −5,350−11.9% | 減碼 |
| Spire Wealth Management | 37,364 | $51.9 萬 | 0.02% | +3,468+10.2% | 加碼 |
| HighTower Advisors, LLC | 37,334 | $51.8 萬 | 0.00% | −5,794−13.4% | 減碼 |
| Investment Partners Asset Management, Inc. | 37,219 | $51.7 萬 | 0.36% | −90−0.2% | 減碼 |
| Allworth Financial LP | 36,858 | $51.2 萬 | 0.00% | +26,168+244.8% | 加碼 |
| Sanctuary Advisors, LLC | 35,986 | $49.9 萬 | 0.00% | +1,739+5.1% | 加碼 |
| Leo Wealth, LLC | 34,991 | $48.6 萬 | 0.04% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 34,524 | $47.9 萬 | 0.00% | +593+1.7% | 加碼 |
| Pflug Koory, LLC | 33,682 | $46.8 萬 | 0.24% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 32,256 | $44.8 萬 | 0.00% | +7,292+29.2% | 加碼 |
| National Asset Management, Inc. | 31,119 | $43.2 萬 | 0.02% | −76,020−71.0% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 31,103 | $43.2 萬 | 0.16% | +456+1.5% | 加碼 |
| Colony Group, LLC | 30,143 | $41.8 萬 | 0.00% | +5,312+21.4% | 加碼 |
| Baird Financial Group, Inc. | 29,808 | $41.4 萬 | 0.00% | −1,351−4.3% | 減碼 |
| NBC Securities, Inc. | 28,864 | $40.0 萬 | 0.03% | −205−0.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 27,630 | $38.4 萬 | 0.04% | +254+0.9% | 加碼 |
| Marco Investment Management LLC | 27,300 | $37.9 萬 | 0.03% | 00.0% | 不變 |
| Summit Financial, LLC | 26,414 | $37.3 萬 | 0.01% | +14,211+116.5% | 加碼 |
| StoneX Group Inc. | 26,437 | $37.3 萬 | 0.02% | −6,718−20.3% | 減碼 |
| World Equity Group, Inc. | 26,750 | $37.1 萬 | 0.10% | +13,550+102.7% | 加碼 |
| Wetherby Asset Management Inc | 26,302 | $36.5 萬 | 0.02% | +26,302 | 新進 |
| Tyche Wealth Partners LLC | 25,640 | $35.6 萬 | 0.07% | +19+0.1% | 加碼 |
| Instrumental Wealth, LLC | 25,251 | $35.3 萬 | 0.28% | +1,411+5.9% | 加碼 |
| Integrated Capital Management, Inc. | 23,069 | $32.0 萬 | 0.24% | +606+2.7% | 加碼 |
| Avantax Advisory Services, Inc. | 22,147 | $30.7 萬 | 0.00% | +3,494+18.7% | 加碼 |
| Palogic Value Management, L.P. | 21,371 | $29.7 萬 | 0.12% | −500−2.3% | 減碼 |
| Nations Financial Group Inc, | 20,877 | $29.0 萬 | 0.02% | −1,553−6.9% | 減碼 |
| CoreCap Advisors, LLC | 20,656 | $28.7 萬 | 0.01% | +7,346+55.2% | 加碼 |
| Armor Investment Advisors, LLC | 19,673 | $27.3 萬 | 0.10% | −14−0.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 18,292 | $25.4 萬 | 0.00% | +875+5.0% | 加碼 |
| Maltin Wealth Management, Inc. | 18,291 | $25.4 萬 | 0.11% | +310+1.7% | 加碼 |
| RSM US Wealth Management LLC | 17,671 | $25.0 萬 | 0.00% | −146−0.8% | 減碼 |
| Apriem Advisors | 17,968 | $24.9 萬 | 0.03% | 00.0% | 不變 |
| MML Investors Services, LLC | 17,905 | $24.9 萬 | 0.00% | +905+5.3% | 加碼 |
| Pathstone Holdings, LLC | 17,537 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| Triumph Capital Management | 17,432 | $24.2 萬 | 0.07% | 00.0% | 不變 |
| Mariner, LLC | 16,381 | $22.7 萬 | 0.00% | +1,875+12.9% | 加碼 |
| Glen Eagle Advisors, LLC | 15,970 | $22.2 萬 | 0.03% | −4,494−22.0% | 減碼 |
| Bay Capital Advisors, LLC | 15,950 | $22.1 萬 | 0.17% | 00.0% | 不變 |
| Commerce Bank | 15,819 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 15,769 | $21.9 萬 | 0.00% | +15,769 | 新進 |
| Green Harvest Asset Management LLC | 15,760 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 14,914 | $21.1 萬 | 0.00% | −33,582−69.2% | 減碼 |