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

Continuum Advisory’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 Q1	–	Sell	-8,264	Closed	-$116K	–	1706
2024 Q4	$116K	Hold	8,264	–	–	0.01%	489
2024 Q3	$114K	Sell	8,264 -777	-9%	-$10.4K	0.01%	496
2024 Q2	$122K	Hold	9,041	–	–	0.02%	460
2024 Q1	$119K	Buy	+9,041	New	+$118K	0.02%	459
2021 Q4	–	Sell	-10,262	Closed	-$146K	–	305
2021 Q3	$146K	Hold	10,262	–	–	0.04%	280
2021 Q2	$147K	Buy	+10,262	New	+$145K	0.05%	264
2020 Q3	–	Sell	-12,816	Closed	-$142K	–	152
2020 Q2	$142K	Hold	12,816	–	–	0.09%	137
2020 Q1	$127K	Hold	12,816	–	–	0.09%	127
2019 Q4	$176K	Hold	12,816	–	–	0.1%	131
2019 Q3	$167K	Hold	12,816	–	–	0.11%	120
2019 Q2	$172K	Buy	+12,816	New	+$168K	0.12%	123

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Continuum Advisory's BXMX Position: Q1 2025 in Review

Continuum Advisory sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2025, closing a stake of 8,264 shares — an estimated $116K sold.

Continuum Advisory first reported a position in BXMX in Q2 2019 and held it in 11 quarters. The position peaked at $176K in Q4 2019. 163 funds tracked by Wall St. Rank hold BXMX as of Q1 2025.

Continuum Advisory reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2025 after selling out during the quarter.
Continuum Advisory sold 8,264 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2025, an estimated $116K.
Continuum Advisory first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2019 and held it in 11 quarters.
Continuum Advisory's Nuveen S&P 500 Buy-Write Income Fund position peaked at $176K in Q4 2019.
163 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.