Avantax Advisory Services’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Avantax Advisory Services’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	$307K	Buy	22,147 +3,494	+19%	+$45.9K	﹤0.01%	1887
2025 Q1	$245K	Buy	+18,653	New	+$256K	﹤0.01%	1970
2023 Q2	–	Sell	-12,897	Closed	-$169K	–	1512
2023 Q1	$169K	Sell	12,897 -4,203	-25%	-$55K	﹤0.01%	1392
2022 Q4	$216K	Buy	17,100 +2,032	+13%	+$26.2K	﹤0.01%	1275
2022 Q3	$179K	Buy	15,068 +3,523	+31%	+$46.6K	﹤0.01%	1233
2022 Q2	$143K	Buy	+11,545	New	+$155K	﹤0.01%	1230
2020 Q4	–	Sell	-14,308	Closed	-$161K	–	987
2020 Q3	$161K	Buy	+14,308	New	+$164K	﹤0.01%	1256

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Avantax Advisory Services's BXMX Position: Q2 2025 in Review

Avantax Advisory Services increased its Nuveen S&P 500 Buy-Write Income Fund (BXMX) stake by 19% in Q2 2025, buying an estimated $45.9K and bringing the position to 22,147 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Avantax Advisory Services first reported a position in BXMX in Q3 2020 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold BXMX as of Q2 2025.

Avantax Advisory Services held 22,147 shares of Nuveen S&P 500 Buy-Write Income Fund worth $307K as of Q2 2025.
Avantax Advisory Services bought 3,494 Nuveen S&P 500 Buy-Write Income Fund shares in Q2 2025, an estimated $45.9K.
Nuveen S&P 500 Buy-Write Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1887 holding.
Avantax Advisory Services first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2020 and has held it in 7 quarters since.
158 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.