Baird Financial Group
BXMX

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

Baird 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
-31,681
Closed -$466K – 1838
2025
Q4 		$466K Buy
31,681
+1,212
+4% +$17.4K ﹤0.01% 1497
2025
Q3 		$440K Buy
30,469
+661
+2% +$9.34K ﹤0.01% 1512
2025
Q2 		$414K Sell
29,808
-1,351
-4% -$17.8K ﹤0.01% 1477
2025
Q1 		$409K Buy
31,159
+902
+3% +$12.4K ﹤0.01% 1453
2024
Q4 		$423K Buy
30,257
+755
+3% +$10.5K ﹤0.01% 1439
2024
Q3 		$405K Sell
29,502
-7,274
-20% -$97.2K ﹤0.01% 1455
2024
Q2 		$496K Buy
36,776
+2,590
+8% +$33.9K ﹤0.01% 1395
2024
Q1 		$452K Buy
34,186
+3,000
+10% +$39.1K ﹤0.01% 1423
2023
Q4 		$400K Buy
31,186
+4,159
+15% +$52K ﹤0.01% 1432
2023
Q3 		$342K Buy
27,027
+450
+2% +$5.94K ﹤0.01% 1462
2023
Q2 		$355K Buy
26,577
+1,500
+6% +$19.8K ﹤0.01% 1454
2023
Q1 		$328K Buy
25,077
+3,399
+16% +$44.5K ﹤0.01% 1461
2022
Q4 		$274K Buy
21,678
+1,001
+5% +$12.9K ﹤0.01% 1486
2022
Q3 		$246K Buy
20,677
+2,000
+11% +$26.5K ﹤0.01% 1529
2022
Q2 		$231K Buy
18,677
+1,091
+6% +$14.7K ﹤0.01% 1655
2022
Q1 		$251K Sell
17,586
-390
-2% -$5.47K ﹤0.01% 1687
2021
Q4 		$263K Buy
17,976
+5,775
+47% +$85K ﹤0.01% 1725
2021
Q3 		$174K Sell
12,201
-2,744
-18% -$40.2K ﹤0.01% 1818
2021
Q2 		$215K Sell
14,945
-159
-1% -$2.24K ﹤0.01% 1674
2021
Q1 		$204K Sell
15,104
-206
-1% -$2.66K ﹤0.01% 1635
2020
Q4 		$197K Buy
15,310
+4,000
+35% +$48K ﹤0.01% 1518
2020
Q3 		$128K Buy
+11,310
New +$129K ﹤0.01% 1443
2020
Q2 		– Sell
-12,681
Closed -$128K – 1517
2020
Q1 		$128K Sell
12,681
-9,892
-44% -$123K ﹤0.01% 1366
2019
Q4 		$310K Buy
22,573
+4,999
+28% +$67.6K ﹤0.01% 1314
2019
Q3 		$229K Sell
17,574
-3,500
-17% -$45.7K ﹤0.01% 1408
2019
Q2 		$280K Buy
+21,074
New +$277K ﹤0.01% 1352
2019
Q1 		– Sell
-16,316
Closed -$197K – 1288
2018
Q4 		$197K Buy
16,316
+4,392
+37% +$57.8K ﹤0.01% 1222
2018
Q3 		$174K Buy
11,924
+2
+0% +$29 ﹤0.01% 1293
2018
Q2 		$168K Buy
+11,922
New +$167K ﹤0.01% 1249
2017
Q2 		– Sell
-14,204
Closed -$188K – 1225
2017
Q1 		$188K Sell
14,204
-255
-2% -$3.36K ﹤0.01% 1172
2016
Q4 		$184K Buy
14,459
+3,341
+30% +$42.5K ﹤0.01% 1145
2016
Q3 		$147K Sell
11,118
-1,600
-13% -$20.9K ﹤0.01% 1162
2016
Q2 		$166K Buy
+12,718
New +$163K ﹤0.01% 1152

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

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

Baird Financial Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 31,681 shares — an estimated $466K sold.

Baird Financial Group first reported a position in BXMX in Q2 2016 and held it in 33 quarters. The position peaked at $496K in Q2 2024. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Baird Financial Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 31,681 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $466K.
  • Baird Financial Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2016 and held it in 33 quarters.
  • Baird Financial Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $496K in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.