AF
BXMX

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

Allworth Financial’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
-37,873
Closed -$557K – 5212
2025
Q4 		$557K Buy
37,873
+450
+1% +$6.46K ﹤0.01% 885
2025
Q3 		$540K Buy
37,423
+565
+2% +$7.98K ﹤0.01% 871
2025
Q2 		$512K Buy
36,858
+26,168
+245% +$344K ﹤0.01% 841
2025
Q1 		$136K Buy
10,690
+32
+0.3% +$440 ﹤0.01% 1093
2024
Q4 		$150K Buy
10,658
+2,000
+23% +$27.7K ﹤0.01% 1068
2024
Q3 		$119K Hold
8,658
– – ﹤0.01% 1015
2024
Q2 		$115K Sell
8,658
-5,873
-40% -$76.8K ﹤0.01% 1018
2024
Q1 		$192K Buy
14,531
+1,019
+8% +$13.3K ﹤0.01% 800
2023
Q4 		$173K Buy
13,512
+5,373
+66% +$67.2K ﹤0.01% 764
2023
Q3 		$103K Hold
8,139
– – ﹤0.01% 868
2023
Q2 		$109K Hold
8,139
– – ﹤0.01% 870
2023
Q1 		$107K Hold
8,139
– – ﹤0.01% 835
2022
Q4 		$103K Buy
8,139
+283
+4% +$3.65K ﹤0.01% 809
2022
Q3 		$93K Sell
7,856
-520
-6% -$6.88K ﹤0.01% 782
2022
Q2 		$104K Hold
8,376
– – ﹤0.01% 704
2022
Q1 		$119K Buy
8,376
+5,210
+165% +$73K ﹤0.01% 684
2021
Q4 		$46K Hold
3,166
– – ﹤0.01% 860
2021
Q3 		$45K Hold
3,166
– – ﹤0.01% 807
2021
Q2 		$45K Hold
3,166
– – ﹤0.01% 646
2021
Q1 		$43K Buy
+3,166
New +$40.8K ﹤0.01% 601

Other funds holding BXMX

IA
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

Allworth Financial's BXMX Position: Q1 2026 in Review

Allworth Financial sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 37,873 shares — an estimated $557K sold.

Allworth Financial first reported a position in BXMX in Q1 2021 and held it in 20 quarters. The position peaked at $557K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Allworth Financial reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 37,873 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $557K.
  • Allworth Financial first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2021 and held it in 20 quarters.
  • Allworth Financial's Nuveen S&P 500 Buy-Write Income Fund position peaked at $557K 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 Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.