AGWCA
BXMX

Annis Gardner Whiting Capital Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-3,000
Closed -$44.1K – 1338
2025
Q4 		$44.1K Hold
3,000
– – 0.01% 548
2025
Q3 		$43.3K Hold
3,000
– – 0.01% 519
2025
Q2 		$41.6K Hold
3,000
– – 0.01% 448
2025
Q1 		$39.4K Hold
3,000
– – 0.02% 379
2024
Q4 		$42K Hold
3,000
– – 0.01% 365
2024
Q3 		$41.9K Hold
3,000
– – 0.01% 385
2024
Q2 		$41.2K Hold
3,000
– – 0.01% 436
2024
Q1 		$40.4K Hold
3,000
– – 0.01% 417
2023
Q4 		$38.5K Hold
3,000
– – 0.02% 333
2023
Q3 		$38.7K Buy
+3,000
New +$39.6K 0.02% 308

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

Annis Gardner Whiting Capital Advisors's BXMX Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 3,000 shares — an estimated $44.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BXMX in Q3 2023 and held it in 10 quarters. The position peaked at $44.1K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 3,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $44.1K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2023 and held it in 10 quarters.
  • Annis Gardner Whiting Capital Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $44.1K 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 Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.