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 3 季 13F 持有人
Nuveen S&P 500 BuyWrite Income Fund 在 2025/9/30 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
- 158
- 較 2025 年第 2 季 +2 家
- 持有股數
- 3,232 萬
- 較 2025 年第 2 季 +82.0 萬 (+2.6%)
- 總市值
- $4.67 億
- 較 2025 年第 2 季 +$2,940 萬 (+6.7%)
- 新進機構
- 9
- 另有 56 家加碼
- 清倉機構
- 7
- 另有 39 家減碼
另有 3 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 0 | $6 | 0.00% | −33−100.0% | 減碼 |
| Key Financial Inc | 37 | $536 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 100 | $1,444 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 187 | $2,700 | 0.00% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 200 | $2,888 | 0.00% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 250 | $3,610 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 250 | $3,610 | 0.00% | +250 | 新進 |
| Colonial Trust Co | 254 | $3,632 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 435 | $6,400 | 0.00% | −1,522−77.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 465 | $6,715 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 489 | $7,062 | 0.00% | +489 | 新進 |
| Bryn Mawr Trust Co | 504 | $7,278 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 630 | $9,097 | 0.01% | −53−7.8% | 減碼 |
| Rothschild Investment LLC | 693 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Hoese & Co LLP | 875 | $1.26 萬 | 0.01% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 930 | $1.34 萬 | 0.01% | 00.0% | 不變 |
| Kilter Group LLC | 940 | $1.36 萬 | 0.01% | +940 | 新進 |
| Northwest Capital Management Inc | 978 | $1.41 萬 | 0.01% | 00.0% | 不變 |
| South State Corp. | 978 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| Bangor Savings Bank | 1,057 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,061 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| Imprint Wealth LLC | 1,260 | $1.82 萬 | 0.06% | +1,260 | 新進 |
| Geneos Wealth Management Inc. | 1,700 | $2.45 萬 | 0.00% | −7,552−81.6% | 減碼 |
| CWM, LLC | 1,748 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,800 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,825 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,000 | $2.89 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 2,199 | $3.18 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 2,428 | $3.51 萬 | 0.00% | −100−4.0% | 減碼 |
| Harbor Investment Advisory, LLC | 2,468 | $3.56 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 2,511 | $3.63 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $3.66 萬 | 0.00% | – | – |
| Pinnacle Bancorp, Inc. | 2,895 | $4.18 萬 | 0.01% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,000 | $4.33 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 3,090 | $4.46 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 3,450 | $4.98 萬 | 0.00% | +800+30.2% | 加碼 |
| IFP Advisors, Inc | 3,896 | $5.63 萬 | 0.00% | −1,304−25.1% | 減碼 |
| Smallwood Wealth Investment Management, LLC | 4,064 | $5.87 萬 | 0.03% | +18+0.4% | 加碼 |
| Farther Finance Advisors, LLC | 4,826 | $6.97 萬 | 0.00% | +1,226+34.1% | 加碼 |
| FNY Investment Advisers, LLC | 5,000 | $7.20 萬 | 0.02% | 00.0% | 不變 |
| US Bancorp | 5,000 | $7.22 萬 | 0.00% | 00.0% | 不變 |
| Arlington Trust Co LLC | 6,000 | $8.66 萬 | 0.02% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 7,594 | $11.0 萬 | 0.04% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 7,655 | $11.1 萬 | 0.06% | 00.0% | 不變 |
| Hollencrest Capital Management | 8,609 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 10,406 | $15.0 萬 | 0.02% | +4,726+83.2% | 加碼 |
| Wealth Dimensions Group, Ltd. | 10,943 | $15.8 萬 | 0.03% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 11,183 | $16.1 萬 | 0.00% | −1,579−12.4% | 減碼 |
| Horizon Wealth Management, LLC | 11,660 | $16.8 萬 | 0.02% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 12,318 | $17.8 萬 | 0.04% | 00.0% | 不變 |
| Mariner, LLC | 12,359 | $17.8 萬 | 0.00% | −4,022−24.6% | 減碼 |
| Glen Eagle Advisors, LLC | 12,626 | $18.2 萬 | 0.03% | −3,344−20.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 12,761 | $18.4 萬 | 0.00% | +12,761 | 新進 |
| Founders Financial Alliance, LLC | 13,014 | $18.8 萬 | 0.04% | +106+0.8% | 加碼 |
| Captrust Financial Advisors | 13,208 | $19.1 萬 | 0.00% | −2,561−16.2% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 13,544 | $19.6 萬 | 0.04% | +13,544 | 新進 |
| Davenport & Co LLC | 13,927 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 14,078 | $20.3 萬 | 0.02% | +1,300+10.2% | 加碼 |
| Encompass Wealth Advisors, LLC | 14,207 | $20.5 萬 | 0.07% | 00.0% | 不變 |
| Apella Capital, LLC | 15,035 | $21.3 萬 | 0.00% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 15,760 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Commerce Bank | 15,819 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Bay Capital Advisors, LLC | 15,950 | $23.0 萬 | 0.15% | 00.0% | 不變 |
| Creative Planning | 16,108 | $23.3 萬 | 0.00% | +16,108 | 新進 |
| RSM US Wealth Management LLC | 16,089 | $23.7 萬 | 0.00% | −1,582−9.0% | 減碼 |
| Triumph Capital Management | 17,432 | $25.2 萬 | 0.07% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 17,537 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Apriem Advisors | 17,968 | $25.9 萬 | 0.02% | 00.0% | 不變 |
| Commons Capital, LLC | 18,119 | $26.2 萬 | 0.18% | +2,992+19.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 18,272 | $26.4 萬 | 0.00% | −20−0.1% | 減碼 |
| Maltin Wealth Management, Inc. | 18,589 | $26.8 萬 | 0.11% | +298+1.6% | 加碼 |
| Armor Investment Advisors, LLC | 19,673 | $28.4 萬 | 0.09% | 00.0% | 不變 |
| MML Investors Services, LLC | 20,114 | $29.0 萬 | 0.00% | +2,209+12.3% | 加碼 |
| StoneX Group Inc. | 19,802 | $29.1 萬 | 0.01% | −6,635−25.1% | 減碼 |
| CoreCap Advisors, LLC | 20,656 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| Nations Financial Group Inc, | 20,877 | $30.1 萬 | 0.02% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 21,371 | $30.9 萬 | 0.13% | 00.0% | 不變 |
| Integrated Capital Management, Inc. | 25,460 | $36.8 萬 | 0.26% | +2,391+10.4% | 加碼 |
| Tyche Wealth Partners LLC | 25,658 | $37.1 萬 | 0.07% | +18+0.1% | 加碼 |
| Wetherby Asset Management Inc | 26,302 | $38.0 萬 | 0.02% | 00.0% | 不變 |
| Instrumental Wealth, LLC | 27,182 | $39.2 萬 | 0.27% | +1,931+7.6% | 加碼 |
| Summit Financial, LLC | 27,259 | $39.4 萬 | 0.01% | +845+3.2% | 加碼 |
| World Equity Group, Inc. | 27,500 | $39.7 萬 | 0.09% | +750+2.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 28,125 | $40.6 萬 | 0.05% | +495+1.8% | 加碼 |
| NBC Securities, Inc. | 28,864 | $41.7 萬 | 0.03% | 00.0% | 不變 |
| Colony Group, LLC | 30,339 | $43.8 萬 | 0.00% | +196+0.7% | 加碼 |
| Baird Financial Group, Inc. | 30,469 | $44.0 萬 | 0.00% | +661+2.2% | 加碼 |
| Hilltop Holdings Inc. | 31,501 | $45.5 萬 | 0.02% | −8,097−20.4% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 31,552 | $45.6 萬 | 0.15% | +449+1.4% | 加碼 |
| Wolverine Asset Management LLC | 31,629 | $45.7 萬 | 0.01% | +31,629 | 新進 |
| Sanctuary Advisors, LLC | 32,569 | $47.0 萬 | 0.00% | −3,417−9.5% | 減碼 |
| Marco Investment Management LLC | 34,300 | $49.5 萬 | 0.04% | +7,000+25.6% | 加碼 |
| Leo Wealth, LLC | 34,991 | $50.5 萬 | 0.07% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 36,648 | $52.9 萬 | 0.00% | +2,124+6.2% | 加碼 |
| Investment Partners Asset Management, Inc. | 37,009 | $53.4 萬 | 0.35% | −210−0.6% | 減碼 |
| Pflug Koory, LLC | 37,108 | $53.6 萬 | 0.25% | +3,426+10.2% | 加碼 |
| Allworth Financial LP | 37,423 | $54.0 萬 | 0.00% | +565+1.5% | 加碼 |
| PMG Family Office LLC | 37,027 | $54.5 萬 | 0.61% | +37,027 | 新進 |
| Spire Wealth Management | 40,202 | $58.1 萬 | 0.02% | +2,838+7.6% | 加碼 |
| Truist Financial Corp | 41,895 | $60.5 萬 | 0.00% | +646+1.6% | 加碼 |