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

Choreo 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	-13,790	Closed	-$205K	–	1622
2025 Q4	$205K	Sell	13,790 -2,299	-14%	-$33K	﹤0.01%	1446
2025 Q3	$237K	Sell	16,089 -1,582	-9%	-$22.3K	﹤0.01%	1365
2025 Q2	$250K	Sell	17,671 -146	-0.8%	-$1.92K	﹤0.01%	1288
2025 Q1	$239K	Buy	17,817 +3,094	+21%	+$42.5K	﹤0.01%	1227
2024 Q4	$206K	Sell	14,723 -141	-0.9%	-$1.95K	﹤0.01%	1415
2024 Q3	$203K	Buy	+14,864	New	+$199K	﹤0.01%	1461

Other funds holding BXMX

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

Choreo LLC's BXMX Position: Q1 2026 in Review

Choreo LLC sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 13,790 shares — an estimated $205K sold.

Choreo LLC first reported a position in BXMX in Q3 2024 and held it in 6 quarters. The position peaked at $250K in Q2 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

Choreo LLC reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
Choreo LLC sold 13,790 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $205K.
Choreo LLC first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2024 and held it in 6 quarters.
Choreo LLC's Nuveen S&P 500 Buy-Write Income Fund position peaked at $250K 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 Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.