Carson Wealth (CWM LLC)
BXMX

Carson Wealth (CWM LLC)’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Carson Wealth (CWM LLC)’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
-9,748
Closed -$143K – 5694
2025
Q4 		$143K Buy
9,748
+8,000
+458% +$115K ﹤0.01% 2810
2025
Q3 		$25K Hold
1,748
– – ﹤0.01% 3975
2025
Q2 		$24K Hold
1,748
– – ﹤0.01% 3789
2025
Q1 		$23K Buy
1,748
+770
+79% +$10.6K ﹤0.01% 3555
2024
Q4 		$14K Sell
978
-5,685
-85% -$78.8K ﹤0.01% 3662
2024
Q3 		$91K Buy
6,663
+5,685
+581% +$76K ﹤0.01% 2256
2024
Q2 		$13K Sell
978
-489
-33% -$6.39K ﹤0.01% 3373
2024
Q1 		$19K Hold
1,467
– – ﹤0.01% 2930
2023
Q4 		$19K Buy
1,467
+489
+50% +$6.12K ﹤0.01% 2793
2023
Q3 		$12K Hold
978
– – ﹤0.01% 3027
2023
Q2 		$13K Buy
+978
New +$12.9K ﹤0.01% 2907
2022
Q3 		– Sell
-526
Closed -$7K – 3923
2022
Q2 		$7K Buy
+526
New +$7.08K ﹤0.01% 2780
2021
Q2 		$17K Hold
1,208
– – ﹤0.01% 1858
2021
Q1 		$17K Hold
1,208
– – ﹤0.01% 1858
2020
Q4 		$17K Hold
1,208
– – ﹤0.01% 1858
2020
Q3 		$17K Hold
1,208
– – ﹤0.01% 1858
2020
Q2 		$17K Hold
1,208
– – ﹤0.01% 1858
2020
Q1 		$17K Hold
1,208
– – ﹤0.01% 1858
2019
Q4 		$17K Hold
1,208
– – ﹤0.01% 1858
2019
Q3 		$17K Hold
1,208
– – ﹤0.01% 1858
2019
Q2 		$17K Hold
1,208
– – ﹤0.01% 1858
2019
Q1 		$17K Sell
1,208
-8,076
-87% -$104K ﹤0.01% 1858
2018
Q4 		$112K Buy
9,284
+5,284
+132% +$69.5K ﹤0.01% 702
2018
Q3 		$57K Buy
+4,000
New +$57.4K ﹤0.01% 721

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

Carson Wealth (CWM LLC)'s BXMX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 9,748 shares — an estimated $143K sold.

Carson Wealth (CWM LLC) first reported a position in BXMX in Q3 2018 and held it in 24 quarters. The position peaked at $143K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9,748 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $143K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2018 and held it in 24 quarters.
  • Carson Wealth (CWM LLC)'s Nuveen S&P 500 Buy-Write Income Fund position peaked at $143K 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.