Castleview Partners’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Castleview Partners’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 Q1	–	Sell	-4,517	Closed	-$62.1K	–	231
2024 Q4	$62.1K	Hold	4,517	–	–	0.03%	311
2024 Q3	$62K	Hold	4,517	–	–	0.04%	303
2024 Q2	$61K	Buy	+4,517	New	+$59.1K	0.03%	312

Other funds holding BXMX

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Castleview Partners's BXMX Position: Q1 2025 in Review

Castleview Partners sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2025, closing a stake of 4,517 shares — an estimated $62.1K sold.

Castleview Partners first reported a position in BXMX in Q2 2024 and held it in 3 quarters. The position peaked at $62.1K in Q4 2024. 163 funds tracked by Wall St. Rank hold BXMX as of Q1 2025.

Castleview Partners reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 4,517 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2025, an estimated $62.1K.
Castleview Partners first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2024 and held it in 3 quarters.
Castleview Partners's Nuveen S&P 500 Buy-Write Income Fund position peaked at $62.1K in Q4 2024.
163 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.