AA
BXMX

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

Apriem 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
-17,968
Closed -$264K – 188
2025
Q4 		$264K Hold
17,968
– – 0.02% 161
2025
Q3 		$259K Hold
17,968
– – 0.02% 161
2025
Q2 		$249K Hold
17,968
– – 0.03% 161
2025
Q1 		$236K Hold
17,968
– – 0.03% 161
2024
Q4 		$251K Sell
17,968
-1,707
-9% -$23.7K 0.03% 162
2024
Q3 		$270K Hold
19,675
– – 0.03% 141
2024
Q2 		$266K Hold
19,675
– – 0.03% 144
2024
Q1 		$260K Hold
19,675
– – 0.03% 143
2023
Q4 		$252K Hold
19,675
– – 0.03% 131
2023
Q3 		$249K Hold
19,675
– – 0.04% 125
2023
Q2 		$263K Hold
19,675
– – 0.04% 123
2023
Q1 		$258K Hold
19,675
– – 0.04% 126
2022
Q4 		$249K Hold
19,675
– – 0.04% 127
2022
Q3 		$234K Hold
19,675
– – 0.04% 120
2022
Q2 		$243K Hold
19,675
– – 0.04% 118
2022
Q1 		$280K Hold
19,675
– – 0.04% 120
2021
Q4 		$288K Sell
19,675
-1,000
-5% -$14.7K 0.04% 118
2021
Q3 		$294K Hold
20,675
– – 0.04% 119
2021
Q2 		$297K Hold
20,675
– – 0.04% 121
2021
Q1 		$279K Sell
20,675
-2,000
-9% -$25.8K 0.04% 121
2020
Q4 		$292K Sell
22,675
-30,000
-57% -$360K 0.05% 105
2020
Q3 		$594K Sell
52,675
-2,675
-5% -$30.6K 0.11% 68
2020
Q2 		$609K Hold
55,350
– – 0.13% 68
2020
Q1 		$559K Sell
55,350
-2,925
-5% -$36.4K 0.14% 65
2019
Q4 		$801K Sell
58,275
-66,591
-53% -$901K 0.15% 58
2019
Q3 		$1.63M Sell
124,866
-18,943
-13% -$247K 0.36% 42
2019
Q2 		$1.92M Sell
143,809
-7,450
-5% -$97.9K 0.6% 36
2019
Q1 		$2M Sell
151,259
-27,685
-15% -$358K 0.53% 32
2018
Q4 		$2.16M Sell
178,944
-10,350
-5% -$136K 0.76% 27
2018
Q3 		$2.72M Buy
189,294
+28,325
+18% +$406K 0.6% 31
2018
Q2 		$2.27M Sell
160,969
-2,353
-1% -$32.9K 0.51% 34
2018
Q1 		$2.17M Buy
163,322
+950
+0.6% +$13.1K 0.53% 38
2017
Q4 		$2.31M Buy
162,372
+3,025
+2% +$42.5K 0.57% 38
2017
Q3 		$2.23M Buy
159,347
+48,732
+44% +$675K 0.55% 40
2017
Q2 		$1.53M Buy
110,615
+11,597
+12% +$161K 0.41% 50
2017
Q1 		$1.31M Buy
99,018
+28,697
+41% +$379K 0.36% 49
2016
Q4 		$894K Buy
70,321
+3,925
+6% +$49.9K 0.27% 55
2016
Q3 		$879K Buy
66,396
+4,913
+8% +$64.3K 0.26% 57
2016
Q2 		$801K Sell
61,483
-4,290
-7% -$54.9K 0.26% 57
2016
Q1 		$837K Buy
65,773
+3,250
+5% +$39.8K 0.33% 51
2015
Q4 		$840K Buy
62,523
+1,522
+2% +$19.5K 0.3% 53
2015
Q3 		$738K Sell
61,001
-244
-0.4% -$3.1K 0.27% 59
2015
Q2 		$785K Buy
61,245
+2,500
+4% +$32.1K 0.27% 63
2015
Q1 		$752K Sell
58,745
-4,947
-8% -$63.8K 0.26% 63
2014
Q4 		$771K Buy
63,692
+27,192
+74% +$346K 0.28% 60
2014
Q3 		$465K Hold
36,500
– – 0.18% 71
2014
Q2 		$479K Sell
36,500
-3,900
-10% -$50.1K 0.18% 82
2014
Q1 		$511K Hold
40,400
– – 0.19% 81
2013
Q4 		$507K Buy
40,400
+2,000
+5% +$24.8K 0.2% 77
2013
Q3 		$464K Sell
38,400
-5,321
-12% -$66.2K 0.2% 75
2013
Q2 		$550K Buy
+43,721
New +$557K 0.27% 66

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

Apriem Advisors's BXMX Position: Q1 2026 in Review

Apriem Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 17,968 shares — an estimated $264K sold.

Apriem Advisors first reported a position in BXMX in Q2 2013 and held it in 51 quarters. The position peaked at $2.72M in Q3 2018. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Apriem Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Apriem Advisors sold 17,968 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $264K.
  • Apriem Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 51 quarters.
  • Apriem Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2.72M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.