CT
BXMX

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

Colonial Trust’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
-254
Closed -$3.7K – 1140
2025
Q4 		$3.7K Hold
254
– – ﹤0.01% 903
2025
Q3 		$3.63K Hold
254
– – ﹤0.01% 894
2025
Q2 		$3.49K Hold
254
– – ﹤0.01% 896
2025
Q1 		$3.31K Hold
254
– – ﹤0.01% 899
2024
Q4 		$3.5K Hold
254
– – ﹤0.01% 1123
2024
Q3 		$3.45K Hold
254
– – ﹤0.01% 934
2024
Q2 		$3.37K Hold
254
– – ﹤0.01% 888
2024
Q1 		$3.33K Hold
254
– – ﹤0.01% 877
2023
Q4 		$3.25K Hold
254
– – ﹤0.01% 843
2023
Q3 		$3.34K Hold
254
– – ﹤0.01% 835
2023
Q2 		$3.36K Hold
254
– – ﹤0.01% 835
2023
Q1 		$3.29K Hold
254
– – ﹤0.01% 800
2022
Q4 		$3.17K Buy
+254
New +$3.28K ﹤0.01% 815

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

Colonial Trust's BXMX Position: Q1 2026 in Review

Colonial Trust sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 254 shares — an estimated $3.7K sold.

Colonial Trust first reported a position in BXMX in Q4 2022 and held it in 13 quarters. The position peaked at $3.7K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Colonial Trust reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Colonial Trust sold 254 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $3.7K.
  • Colonial Trust first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2022 and held it in 13 quarters.
  • Colonial Trust's Nuveen S&P 500 Buy-Write Income Fund position peaked at $3.7K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.