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

Atria Wealth Solutions’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 Q2	$211K	Sell	14,914 -33,582	-69%	-$441K	﹤0.01%	1366
2025 Q1	$646K	Sell	48,496 -2,994	-6%	-$41.2K	0.01%	1075
2024 Q4	$720K	Sell	51,490 -400	-0.8%	-$5.54K	0.01%	1062
2024 Q3	$721K	Buy	51,890 +2,026	+4%	+$27.1K	0.01%	1054
2024 Q2	$682K	Buy	49,864 +10,437	+26%	+$136K	0.01%	1067
2024 Q1	$528K	Hold	39,427	–	–	0.01%	1237
2023 Q4	$506K	Sell	39,427 -2,975	-7%	-$37.2K	0.01%	1203
2023 Q3	$544K	Sell	42,402 -145,219	-77%	-$1.92M	0.01%	1094
2023 Q2	$2.55M	Buy	187,621 +19,979	+12%	+$264K	0.03%	490
2023 Q1	$2.23M	Buy	167,642 +34,813	+26%	+$456K	0.03%	507
2022 Q4	$1.68M	Buy	132,829 +35,944	+37%	+$464K	0.03%	578
2022 Q3	$1.17M	Buy	96,885 +33,466	+53%	+$443K	0.02%	666
2022 Q2	$795K	Buy	63,419 +6,551	+12%	+$88.2K	0.01%	796
2022 Q1	$823K	Buy	+56,868	New	+$797K	0.01%	812

Other funds holding BXMX

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Atria Wealth Solutions's BXMX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 69% in Q2 2025, selling an estimated $441K and leaving 14,914 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Atria Wealth Solutions first reported a position in BXMX in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.55M in Q2 2023. 158 funds tracked by Wall St. Rank hold BXMX as of Q2 2025.

Atria Wealth Solutions held 14,914 shares of Nuveen S&P 500 Buy-Write Income Fund worth $211K as of Q2 2025.
Atria Wealth Solutions sold 33,582 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2025, an estimated $441K.
Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1366 holding.
Atria Wealth Solutions first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2.55M in Q2 2023.
158 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.