AWA
BXMX

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

ARQ Wealth 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
-10,976
Closed -$161K – 193
2025
Q4 		$161K Buy
+10,976
New +$158K 0.04% 135
2025
Q2 		– Sell
-10,434
Closed -$137K – 103
2025
Q1 		$137K Hold
10,434
– – 0.05% 99
2024
Q4 		$146K Hold
10,434
– – 0.06% 100
2024
Q3 		$141K Buy
+10,434
New +$139K 0.05% 93
2024
Q2 		– Sell
-11,779
Closed -$156K – 84
2024
Q1 		$156K Sell
11,779
-80,168
-87% -$1.05M 0.07% 85
2023
Q4 		$1.18M Buy
91,947
+17,401
+23% +$218K 0.7% 31
2023
Q3 		$944K Buy
+74,546
New +$984K 0.71% 33

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

ARQ Wealth Advisors's BXMX Position: Q1 2026 in Review

ARQ Wealth Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 10,976 shares — an estimated $161K sold.

ARQ Wealth Advisors first reported a position in BXMX in Q3 2023 and held it in 7 quarters. The position peaked at $1.18M in Q4 2023. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • ARQ Wealth Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • ARQ Wealth Advisors sold 10,976 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $161K.
  • ARQ Wealth Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2023 and held it in 7 quarters.
  • ARQ Wealth Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.18M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.