Advisory Advocates’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Advisory Advocates’s Portfolio BXMX Stock Details BXMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-61,900	Closed	-$910K	–	165
2025 Q4	$910K	Buy	+61,900	New	+$889K	0.9%	31

Other funds holding BXMX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

CBT

CoreFirst Bank & Trust Topeka, Kansas $201M AUM 24.67% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Advisory Advocates's BXMX Position: Q1 2026 in Review

Advisory Advocates sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 61,900 shares — an estimated $910K sold.

Advisory Advocates first reported a position in BXMX in Q4 2025 and held it in 1 quarter. The position peaked at $910K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

Advisory Advocates reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
Advisory Advocates sold 61,900 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $910K.
Advisory Advocates first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2025 and held it in 1 quarter.
Advisory Advocates's Nuveen S&P 500 Buy-Write Income Fund position peaked at $910K in Q4 2025.
4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Advisory Advocates's 13F filing for Q1 2026, filed 5 May 2026.