BFPW
BXMX

BOK Financial Private Wealth’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

BOK Financial Private Wealth’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
-435
Closed -$6.39K – 459
2025
Q4 		$6.39K Hold
435
– – ﹤0.01% 407
2025
Q3 		$6.4K Sell
435
-1,522
-78% -$21.5K ﹤0.01% 346
2025
Q2 		$27.7K Hold
1,957
– – ﹤0.01% 292
2025
Q1 		$26.2K Hold
1,957
– – ﹤0.01% 316
2024
Q4 		$27.4K Hold
1,957
– – ﹤0.01% 306
2024
Q3 		$27.3K Hold
1,957
– – ﹤0.01% 314
2024
Q2 		$26.9K Hold
1,957
– – ﹤0.01% 317
2024
Q1 		$26.4K Hold
1,957
– – ﹤0.01% 310
2023
Q4 		$25.1K Buy
+1,957
New +$24.5K ﹤0.01% 308

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

BOK Financial Private Wealth's BXMX Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 435 shares — an estimated $6.39K sold.

BOK Financial Private Wealth first reported a position in BXMX in Q4 2023 and held it in 9 quarters. The position peaked at $27.7K in Q2 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 435 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $6.39K.
  • BOK Financial Private Wealth first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2023 and held it in 9 quarters.
  • BOK Financial Private Wealth's Nuveen S&P 500 Buy-Write Income Fund position peaked at $27.7K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.