CWA
BXMX

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

Clarity Wealth Advisors’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
-10,091
Closed -$140K – 101
2025
Q2 		$140K Sell
10,091
-2,081
-17% -$27.3K 0.03% 97
2025
Q1 		$160K Sell
12,172
-1,128
-8% -$15.5K 0.04% 95
2024
Q4 		$186K Hold
13,300
– – 0.05% 94
2024
Q3 		$182K Buy
+13,300
New +$178K 0.05% 93

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clarity Wealth Advisors's BXMX Position: Q3 2025 in Review

Clarity Wealth Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2025, closing a stake of 10,091 shares — an estimated $140K sold.

Clarity Wealth Advisors first reported a position in BXMX in Q3 2024 and held it in 4 quarters. The position peaked at $186K in Q4 2024. 156 funds tracked by Wall St. Rank hold BXMX as of Q3 2025.

  • Clarity Wealth Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2025 after selling out during the quarter.
  • Clarity Wealth Advisors sold 10,091 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2025, an estimated $140K.
  • Clarity Wealth Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2024 and held it in 4 quarters.
  • Clarity Wealth Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $186K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2025.

Based on Clarity Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.