BSTWA
BXMX

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

Blake Schutter Theil 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
-69,078
Closed -$1.02M – 113
2025
Q4 		$1.02M Buy
69,078
+315
+0.5% +$4.53K 0.83% 24
2025
Q3 		$993K Buy
68,763
+159
+0.2% +$2.25K 0.98% 23
2025
Q2 		$952K Buy
68,604
+166
+0.2% +$2.18K 1.08% 21
2025
Q1 		$898K Buy
68,438
+3,348
+5% +$46K 1.02% 21
2024
Q4 		$911K Buy
65,090
+89
+0.1% +$1.23K 0.96% 23
2024
Q3 		$892K Buy
+65,001
New +$869K 0.64% 45

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

Blake Schutter Theil Wealth Advisors's BXMX Position: Q1 2026 in Review

Blake Schutter Theil Wealth Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 69,078 shares — an estimated $1.02M sold.

Blake Schutter Theil Wealth Advisors first reported a position in BXMX in Q3 2024 and held it in 6 quarters. The position peaked at $1.02M in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Blake Schutter Theil Wealth Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 69,078 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $1.02M.
  • Blake Schutter Theil Wealth Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2024 and held it in 6 quarters.
  • Blake Schutter Theil Wealth Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.02M 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 Blake Schutter Theil Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.