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 |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 21 | $0 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 33 | $455 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 37 | $514 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 100 | $1,388 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 187 | $2,596 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 200 | $2,776 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 250 | $3,470 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 254 | $3,490 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 314 | $4,444 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6,454 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 504 | $6,996 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 683 | $9,480 | 0.01% | −378−35.6% | 減碼 |
| Rothschild Investment LLC | 693 | $9,619 | 0.00% | 00.0% | 不變 |
| Hoese & Co LLP | 875 | $1.21 萬 | 0.01% | −875−50.0% | 減碼 |
| CoreFirst Bank & Trust | 930 | $1.29 萬 | 0.01% | +930 | 新進 |
| South State Corp. | 978 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| Northwest Capital Management Inc | 978 | $1.36 萬 | 0.01% | 00.0% | 不變 |
| Bangor Savings Bank | 1,057 | $1.47 萬 | 0.00% | −900−46.0% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,061 | $1.47 萬 | 0.00% | +1,061 | 新進 |
| CWM, LLC | 1,748 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,800 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,825 | $2.53 萬 | 0.00% | +1,825 | 新進 |
| Farmers & Merchants Investments Inc | 1,850 | $2.57 萬 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 1,957 | $2.77 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,000 | $2.78 萬 | 0.00% | −293−12.8% | 減碼 |
| Eastern Bank | 2,199 | $3.05 萬 | 0.00% | 00.0% | 不變 |
| Colonial Trust Advisors | 2,200 | $3.05 萬 | 0.00% | +2,200 | 新進 |
| Harbor Investment Advisory, LLC | 2,468 | $3.43 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 2,511 | $3.49 萬 | 0.00% | +2,511 | 新進 |
| JPMorgan Chase & Co | 2,528 | $3.51 萬 | 0.00% | +99+4.1% | 加碼 |
| Huntington National Bank | – | $3.52 萬 | 0.00% | – | – |
| Citigroup Inc | 2,650 | $3.68 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 2,895 | $4.02 萬 | 0.01% | +2,895 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $4.16 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 3,090 | $4.29 萬 | 0.00% | +3,090 | 新進 |
| Farther Finance Advisors, LLC | 3,600 | $5.00 萬 | 0.00% | +2,850+380.0% | 加碼 |
| Smallwood Wealth Investment Management, LLC | 4,046 | $5.62 萬 | 0.03% | +19+0.5% | 加碼 |
| FNY Investment Advisers, LLC | 5,000 | $6.90 萬 | 0.03% | 00.0% | 不變 |
| US Bancorp | 5,000 | $6.94 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 5,200 | $7.22 萬 | 0.00% | −400−7.1% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 5,680 | $7.88 萬 | 0.01% | +146+2.6% | 加碼 |
| Arlington Trust Co LLC | 6,000 | $8.33 萬 | 0.02% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 7,594 | $10.5 萬 | 0.04% | −2,128−21.9% | 減碼 |
| Wealth Preservation Advisors, LLC | 7,655 | $10.6 萬 | 0.07% | 00.0% | 不變 |
| Hollencrest Capital Management | 8,609 | $11.9 萬 | 0.01% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 9,597 | $12.6 萬 | 0.05% | +9,597 | 新進 |
| Geneos Wealth Management Inc. | 9,252 | $12.8 萬 | 0.00% | −166−1.8% | 減碼 |
| Carret Asset Management, LLC | 10,000 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| Clarity Wealth Advisors, LLC | 10,091 | $14.0 萬 | 0.03% | −2,081−17.1% | 減碼 |
| Wealth Dimensions Group, Ltd. | 10,943 | $15.2 萬 | 0.03% | −1,310−10.7% | 減碼 |
| Horizon Wealth Management, LLC | 11,660 | $16.2 萬 | 0.03% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 12,318 | $17.1 萬 | 0.05% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 12,762 | $17.7 萬 | 0.00% | +955+8.1% | 加碼 |
| Kovack Advisors, Inc. | 12,778 | $17.7 萬 | 0.02% | −500−3.8% | 減碼 |
| Founders Financial Alliance, LLC | 12,908 | $17.9 萬 | 0.04% | −26−0.2% | 減碼 |
| Davenport & Co LLC | 13,927 | $19.3 萬 | 0.00% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 14,207 | $19.7 萬 | 0.07% | −8,415−37.2% | 減碼 |
| Apella Capital, LLC | 15,035 | $20.9 萬 | 0.01% | 00.0% | 不變 |
| Commons Capital, LLC | 15,127 | $21.0 萬 | 0.16% | +200+1.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 14,914 | $21.1 萬 | 0.00% | −33,582−69.2% | 減碼 |
| Green Harvest Asset Management LLC | 15,760 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 15,769 | $21.9 萬 | 0.00% | +15,769 | 新進 |
| Commerce Bank | 15,819 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Bay Capital Advisors, LLC | 15,950 | $22.1 萬 | 0.17% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 15,970 | $22.2 萬 | 0.03% | −4,494−22.0% | 減碼 |
| Mariner, LLC | 16,381 | $22.7 萬 | 0.00% | +1,875+12.9% | 加碼 |
| Triumph Capital Management | 17,432 | $24.2 萬 | 0.07% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 17,537 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 17,905 | $24.9 萬 | 0.00% | +905+5.3% | 加碼 |
| Apriem Advisors | 17,968 | $24.9 萬 | 0.03% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 17,671 | $25.0 萬 | 0.00% | −146−0.8% | 減碼 |
| Maltin Wealth Management, Inc. | 18,291 | $25.4 萬 | 0.11% | +310+1.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 18,292 | $25.4 萬 | 0.00% | +875+5.0% | 加碼 |
| Armor Investment Advisors, LLC | 19,673 | $27.3 萬 | 0.10% | −14−0.1% | 減碼 |
| CoreCap Advisors, LLC | 20,656 | $28.7 萬 | 0.01% | +7,346+55.2% | 加碼 |
| Nations Financial Group Inc, | 20,877 | $29.0 萬 | 0.02% | −1,553−6.9% | 減碼 |
| Palogic Value Management, L.P. | 21,371 | $29.7 萬 | 0.12% | −500−2.3% | 減碼 |
| Avantax Advisory Services, Inc. | 22,147 | $30.7 萬 | 0.00% | +3,494+18.7% | 加碼 |
| Integrated Capital Management, Inc. | 23,069 | $32.0 萬 | 0.24% | +606+2.7% | 加碼 |
| Instrumental Wealth, LLC | 25,251 | $35.3 萬 | 0.28% | +1,411+5.9% | 加碼 |
| Tyche Wealth Partners LLC | 25,640 | $35.6 萬 | 0.07% | +19+0.1% | 加碼 |
| Wetherby Asset Management Inc | 26,302 | $36.5 萬 | 0.02% | +26,302 | 新進 |
| World Equity Group, Inc. | 26,750 | $37.1 萬 | 0.10% | +13,550+102.7% | 加碼 |
| StoneX Group Inc. | 26,437 | $37.3 萬 | 0.02% | −6,718−20.3% | 減碼 |
| Summit Financial, LLC | 26,414 | $37.3 萬 | 0.01% | +14,211+116.5% | 加碼 |
| Marco Investment Management LLC | 27,300 | $37.9 萬 | 0.03% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 27,630 | $38.4 萬 | 0.04% | +254+0.9% | 加碼 |
| NBC Securities, Inc. | 28,864 | $40.0 萬 | 0.03% | −205−0.7% | 減碼 |
| Baird Financial Group, Inc. | 29,808 | $41.4 萬 | 0.00% | −1,351−4.3% | 減碼 |
| Colony Group, LLC | 30,143 | $41.8 萬 | 0.00% | +5,312+21.4% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 31,103 | $43.2 萬 | 0.16% | +456+1.5% | 加碼 |
| National Asset Management, Inc. | 31,119 | $43.2 萬 | 0.02% | −76,020−71.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 32,256 | $44.8 萬 | 0.00% | +7,292+29.2% | 加碼 |
| Pflug Koory, LLC | 33,682 | $46.8 萬 | 0.24% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 34,524 | $47.9 萬 | 0.00% | +593+1.7% | 加碼 |
| Leo Wealth, LLC | 34,991 | $48.6 萬 | 0.04% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 35,986 | $49.9 萬 | 0.00% | +1,739+5.1% | 加碼 |
| Allworth Financial LP | 36,858 | $51.2 萬 | 0.00% | +26,168+244.8% | 加碼 |
| Investment Partners Asset Management, Inc. | 37,219 | $51.7 萬 | 0.36% | −90−0.2% | 減碼 |
| HighTower Advisors, LLC | 37,334 | $51.8 萬 | 0.00% | −5,794−13.4% | 減碼 |