Creative Planning Nuveen S&P 500 Buy Write Income Fund Transaction History

Creative Planning

$101 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	BUY	$12.99 - $13.48 $134,082 - $139,140	10,322 New	10,322 $138,000
Q2 2022 Aug 15, 2022	SELL	$12.1 - $14.41 $315,059 - $375,207	-26,038 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$12.78 - $15.11 $332,765 - $393,434	26,038 New	26,038 $371,000
Q4 2021 Feb 11, 2022	SELL	$14.28 - $15.13 $302,864 - $320,892	-21,209 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$14.23 - $15.01 $142 - $150	10 Added 0.05%	21,209 $302,000
Q2 2021 Aug 04, 2021	SELL	$13.6 - $14.8 $42,935 - $46,723	-3,157 Reduced 12.96%	21,199 $305,000
Q4 2020 Jan 29, 2021	BUY	$10.88 - $12.88 $119 - $141	11 Added 0.05%	24,356 $314,000
Q3 2020 Nov 05, 2020	SELL	$10.95 - $12.03 $18,516 - $20,342	-1,691 Reduced 6.49%	24,345 $275,000
Q2 2020 Jul 23, 2020	BUY	$9.81 - $11.65 $8,632 - $10,252	880 Added 3.5%	26,036 $286,000
Q1 2020 May 05, 2020	BUY	$8.28 - $13.77 $2,144 - $3,566	259 Added 1.04%	25,156 $254,000
Q4 2019 Jan 30, 2020	SELL	$12.92 - $13.9 $13,876 - $14,928	-1,074 Reduced 4.14%	24,897 $342,000
Q3 2019 Nov 01, 2019	SELL	$12.64 - $13.41 $4,904 - $5,203	-388 Reduced 1.47%	25,971 $339,000
Q2 2019 Jul 26, 2019	SELL	$12.7 - $13.36 $68,160 - $71,703	-5,367 Reduced 16.92%	26,359 $351,000
Q1 2019 Apr 24, 2019	BUY	$12.05 - $13.28 $79,276 - $87,369	6,579 Added 26.16%	31,726 $419,000
Q4 2018 Feb 01, 2019	BUY	$11.09 - $14.57 $25,340 - $33,292	2,285 Added 9.99%	25,147 $304,000
Q3 2018 Oct 25, 2018	BUY	$14.13 - $14.55 $27,327 - $28,139	1,934 Added 9.24%	22,862 $329,000
Q2 2018 Jul 20, 2018	BUY	$13.26 - $14.53 $755 - $828	57 Added 0.27%	20,928 $295,000
Q1 2018 Apr 18, 2018	SELL	$13.02 - $14.42 $12,837 - $14,218	-986 Reduced 4.51%	20,871 $278,000
Q4 2017 Jan 17, 2018	BUY	$13.76 - $14.25 $14,915 - $15,447	1,084 Added 5.22%	21,857 $311,000
Q3 2017 Oct 17, 2017	BUY	$13.5 - $14.26 $280,435 - $296,222	20,773	20,773 $290,000

Others Institutions Holding BXMX

# of Institutions

162

Shares Held

32.2M

Call Options Held

Put Options Held

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About Nuveen S&P 500 BuyWrite Income Fund

Ticker BXMX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen S&P 500 Buy-Write Income Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. It is co-managed by Nuveen Fund Advisors LLC and Gateway Investment Advisers, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified se...

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