CWM
BXMX

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

Centurion Wealth 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
2026
Q1 		– Sell
-12,318
Closed -$181K – 322
2025
Q4 		$181K Hold
12,318
– – 0.04% 298
2025
Q3 		$178K Hold
12,318
– – 0.04% 294
2025
Q2 		$171K Hold
12,318
– – 0.05% 229
2025
Q1 		$172K Hold
12,318
– – 0.05% 208
2024
Q4 		$172K Sell
12,318
-760
-6% -$10.5K 0.05% 208
2024
Q3 		$179K Buy
+13,078
New +$175K 0.06% 210
2024
Q1 		$194K Hold
14,696
– – 0.08% 183
2023
Q4 		$189K Hold
14,696
– – 0.08% 163
2023
Q3 		$186K Sell
14,696
-30,072
-67% -$397K 0.09% 144
2023
Q2 		$599K Hold
44,768
– – 0.29% 61
2023
Q1 		$586K Buy
44,768
+2,497
+6% +$32.7K 0.3% 63
2022
Q4 		$535K Buy
+42,271
New +$545K 0.3% 68

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

Centurion Wealth Management's BXMX Position: Q1 2026 in Review

Centurion Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 12,318 shares — an estimated $181K sold.

Centurion Wealth Management first reported a position in BXMX in Q4 2022 and held it in 12 quarters. The position peaked at $599K in Q2 2023. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Centurion Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 12,318 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $181K.
  • Centurion Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2022 and held it in 12 quarters.
  • Centurion Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $599K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Centurion Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.