CIA
BXMX

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

Concurrent Investment 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
2026
Q1 		– Sell
-14,101
Closed -$207K – 1947
2025
Q4 		$207K Buy
14,101
+1,340
+11% +$19.3K ﹤0.01% 1620
2025
Q3 		$184K Buy
+12,761
New +$180K ﹤0.01% 1367

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

Concurrent Investment Advisors's BXMX Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 14,101 shares — an estimated $207K sold.

Concurrent Investment Advisors first reported a position in BXMX in Q3 2025 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 14,101 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $207K.
  • Concurrent Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $207K 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 Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.