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

Arlington Trust’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
2025 Q4	–	Sell	-6,000	Closed	-$86.6K	–	461
2025 Q3	$86.6K	Hold	6,000	–	–	0.02%	288
2025 Q2	$83.3K	Hold	6,000	–	–	0.02%	284
2025 Q1	$78.7K	Hold	6,000	–	–	0.02%	303
2024 Q4	$83.9K	Hold	6,000	–	–	0.02%	289
2024 Q3	$82.3K	Hold	6,000	–	–	0.02%	284
2024 Q2	$81K	Buy	+6,000	New	+$78.5K	0.02%	278

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Arlington Trust's BXMX Position: Q4 2025 in Review

Arlington Trust sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q4 2025, closing a stake of 6,000 shares — an estimated $86.6K sold.

Arlington Trust first reported a position in BXMX in Q2 2024 and held it in 6 quarters. The position peaked at $86.6K in Q3 2025. 176 funds tracked by Wall St. Rank hold BXMX as of Q4 2025.

Arlington Trust reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q4 2025 after selling out during the quarter.
Arlington Trust sold 6,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q4 2025, an estimated $86.6K.
Arlington Trust first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2024 and held it in 6 quarters.
Arlington Trust's Nuveen S&P 500 Buy-Write Income Fund position peaked at $86.6K in Q3 2025.
176 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q4 2025.

Based on Arlington Trust's 13F filing for Q4 2025, filed 30 Jan 2026.