CTA
BXMX

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

Colonial Trust 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
-2,200
Closed -$30.5K – 691
2025
Q2 		$30.5K Buy
+2,200
New +$28.9K ﹤0.01% 394

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

Colonial Trust Advisors's BXMX Position: Q3 2025 in Review

Colonial Trust Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2025, closing a stake of 2,200 shares — an estimated $30.5K sold.

Colonial Trust Advisors first reported a position in BXMX in Q2 2025 and held it in 1 quarter. The position peaked at $30.5K in Q2 2025. 156 funds tracked by Wall St. Rank hold BXMX as of Q3 2025.

  • Colonial Trust Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 2,200 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2025, an estimated $30.5K.
  • Colonial Trust Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2025 and held it in 1 quarter.
  • Colonial Trust Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $30.5K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2025.

Based on Colonial Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.