AFG
BXMX

Atomi Financial Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Atomi Financial Group’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
-95,651
Closed -$1.41M – 1228
2025
Q4 		$1.41M Buy
95,651
+14,672
+18% +$211K 0.04% 313
2025
Q3 		$1.17M Buy
80,979
+3,917
+5% +$55.3K 0.04% 326
2025
Q2 		$1.07M Sell
77,062
-4,820
-6% -$63.3K 0.04% 319
2025
Q1 		$1.07M Sell
81,882
-16,678
-17% -$229K 0.05% 292
2024
Q4 		$1.38M Buy
98,560
+13,913
+16% +$193K 0.07% 206
2024
Q3 		$1.16M Buy
84,647
+11,636
+16% +$156K 0.07% 212
2024
Q2 		$986K Buy
73,011
+12,569
+21% +$164K 0.07% 212
2024
Q1 		$800K Sell
60,442
-14,213
-19% -$185K 0.07% 226
2023
Q4 		$958K Buy
74,655
+5,641
+8% +$70.5K 0.13% 139
2023
Q3 		$874K Buy
69,014
+7,975
+13% +$105K 0.29% 92
2023
Q2 		$816K Buy
61,039
+4,637
+8% +$61.2K 0.37% 77
2023
Q1 		$738K Buy
+56,402
New +$738K 0.41% 69

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

Atomi Financial Group's BXMX Position: Q1 2026 in Review

Atomi Financial Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 95,651 shares — an estimated $1.41M sold.

Atomi Financial Group first reported a position in BXMX in Q1 2023 and held it in 12 quarters. The position peaked at $1.41M in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Atomi Financial Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 95,651 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $1.41M.
  • Atomi Financial Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2023 and held it in 12 quarters.
  • Atomi Financial Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.41M 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 Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.