Carret Asset Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Carret Asset Management’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 Q3	–	Sell	-10,000	Closed	-$139K	–	287
2025 Q2	$139K	Hold	10,000	–	–	0.01%	276
2025 Q1	$131K	Hold	10,000	–	–	0.01%	272
2024 Q4	$140K	Hold	10,000	–	–	0.02%	279
2024 Q3	$137K	Hold	10,000	–	–	0.01%	281
2024 Q2	$135K	Hold	10,000	–	–	0.02%	267
2024 Q1	$132K	Hold	10,000	–	–	0.02%	271
2023 Q4	$128K	Hold	10,000	–	–	0.02%	269
2023 Q3	$127K	Hold	10,000	–	–	0.02%	263
2023 Q2	$134K	Hold	10,000	–	–	0.02%	263
2023 Q1	$131K	Hold	10,000	–	–	0.02%	261
2022 Q4	$126K	Hold	10,000	–	–	0.02%	270
2022 Q3	$119K	Sell	10,000 -203	-2%	-$2.69K	0.02%	264
2022 Q2	$126K	Buy	10,203 +203	+2%	+$2.73K	0.02%	270
2022 Q1	$142K	Hold	10,000	–	–	0.02%	289
2021 Q4	$146K	Hold	10,000	–	–	0.02%	288
2021 Q3	$142K	Hold	10,000	–	–	0.02%	286
2021 Q2	$144K	Hold	10,000	–	–	0.02%	288
2021 Q1	$135K	Hold	10,000	–	–	0.02%	276
2020 Q4	$129K	Hold	10,000	–	–	0.02%	265
2020 Q3	$113K	Hold	10,000	–	–	0.02%	252
2020 Q2	$110K	Hold	10,000	–	–	0.02%	243
2020 Q1	$101K	Hold	10,000	–	–	0.02%	224
2019 Q4	$137K	Hold	10,000	–	–	0.02%	264
2019 Q3	$131K	Hold	10,000	–	–	0.02%	258
2019 Q2	$133K	Hold	10,000	–	–	0.02%	264
2019 Q1	$132K	Hold	10,000	–	–	0.02%	256
2018 Q4	$121K	Sell	10,000 -1,126	-10%	-$14.8K	0.02%	249
2018 Q3	$160K	Hold	11,126	–	–	0.02%	260
2018 Q2	$157K	Hold	11,126	–	–	0.03%	254
2018 Q1	$148K	Hold	11,126	–	–	0.02%	253
2017 Q4	$159K	Hold	11,126	–	–	0.02%	255
2017 Q3	$156K	Hold	11,126	–	–	0.03%	248
2017 Q2	$154K	Hold	11,126	–	–	0.03%	245
2017 Q1	$147K	Hold	11,126	–	–	0.03%	239
2016 Q4	$142K	Hold	11,126	–	–	0.03%	236
2016 Q3	$147K	Hold	11,126	–	–	0.03%	240
2016 Q2	$145K	Hold	11,126	–	–	0.03%	234
2016 Q1	$142K	Hold	11,126	–	–	0.03%	228
2015 Q4	$149K	Hold	11,126	–	–	0.03%	223
2015 Q3	$135K	Hold	11,126	–	–	0.03%	234
2015 Q2	$143K	Hold	11,126	–	–	0.03%	250
2015 Q1	$142K	Hold	11,126	–	–	0.03%	255
2014 Q4	$135K	Hold	11,126	–	–	0.03%	260
2014 Q3	$142K	Hold	11,126	–	–	0.03%	255
2014 Q2	$146K	Hold	11,126	–	–	0.03%	261
2014 Q1	$141K	Hold	11,126	–	–	0.03%	259
2013 Q4	$140K	Hold	11,126	–	–	0.03%	257
2013 Q3	$134K	Hold	11,126	–	–	0.03%	249
2013 Q2	$140K	Buy	+11,126	New	+$142K	0.03%	303

Other funds holding BXMX

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carret Asset Management's BXMX Position: Q3 2025 in Review

Carret Asset Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2025, closing a stake of 10,000 shares — an estimated $139K sold.

Carret Asset Management first reported a position in BXMX in Q2 2013 and held it in 49 quarters. The position peaked at $160K in Q3 2018. 156 funds tracked by Wall St. Rank hold BXMX as of Q3 2025.

Carret Asset Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2025 after selling out during the quarter.
Carret Asset Management sold 10,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2025, an estimated $139K.
Carret Asset Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 49 quarters.
Carret Asset Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $160K in Q3 2018.
156 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2025.

Based on Carret Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.