AC
BXMX

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

Apella Capital’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
-15,035
Closed -$221K – 687
2025
Q4 		$221K Hold
15,035
– – ﹤0.01% 498
2025
Q3 		$213K Hold
15,035
– – ﹤0.01% 443
2025
Q2 		$209K Hold
15,035
– – 0.01% 407
2025
Q1 		$192K Hold
15,035
– – 0.01% 376
2024
Q4 		$210K Hold
15,035
– – 0.01% 332
2024
Q3 		$205K Hold
15,035
– – 0.01% 312
2024
Q2 		$205K Hold
15,035
– – 0.01% 298
2024
Q1 		$196K Hold
15,035
– – 0.01% 289
2023
Q4 		$192K Hold
15,035
– – 0.01% 283
2023
Q3 		$190K Hold
15,035
– – 0.01% 251
2023
Q2 		$201K Buy
+15,035
New +$198K 0.01% 247
2022
Q4 		$183K Buy
14,503
+266
+2% +$3.43K 0.02% 230
2022
Q3 		$169K Buy
14,237
+263
+2% +$3.48K 0.02% 206
2022
Q2 		$173K Buy
+13,974
New +$188K 0.02% 212

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

Apella Capital's BXMX Position: Q1 2026 in Review

Apella Capital sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 15,035 shares — an estimated $221K sold.

Apella Capital first reported a position in BXMX in Q2 2022 and held it in 14 quarters. The position peaked at $221K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Apella Capital reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Apella Capital sold 15,035 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $221K.
  • Apella Capital first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2022 and held it in 14 quarters.
  • Apella Capital's Nuveen S&P 500 Buy-Write Income Fund position peaked at $221K 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 Apella Capital's 13F filing for Q1 2026, filed 20 Apr 2026.