AW
BXMX

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

Alteri Wealth’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
-50,108
Closed -$737K – 293
2025
Q4 		$737K Buy
50,108
+28
+0.1% +$402 0.24% 101
2025
Q3 		$723K Buy
50,080
+2,125
+4% +$30K 0.25% 95
2025
Q2 		$666K Buy
47,955
+4,550
+10% +$59.8K 0.26% 98
2025
Q1 		$569K Buy
43,405
+3,195
+8% +$43.9K 0.25% 99
2024
Q4 		$563K Buy
+40,210
New +$557K 0.16% 102

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

Alteri Wealth's BXMX Position: Q1 2026 in Review

Alteri Wealth sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 50,108 shares — an estimated $737K sold.

Alteri Wealth first reported a position in BXMX in Q4 2024 and held it in 5 quarters. The position peaked at $737K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Alteri Wealth reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Alteri Wealth sold 50,108 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $737K.
  • Alteri Wealth first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and held it in 5 quarters.
  • Alteri Wealth's Nuveen S&P 500 Buy-Write Income Fund position peaked at $737K 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 Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.