Cornerstone Financial Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Cornerstone Financial Management’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	-8,000	Closed	-$118K	–	1322
2025 Q4	$118K	Buy	+8,000	New	+$115K	0.11%	95

Other funds holding BXMX

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

Cornerstone Financial Management's BXMX Position: Q1 2026 in Review

Cornerstone Financial Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 8,000 shares — an estimated $118K sold.

Cornerstone Financial Management first reported a position in BXMX in Q4 2025 and held it in 1 quarter. The position peaked at $118K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

Cornerstone Financial Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
Cornerstone Financial Management sold 8,000 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $118K.
Cornerstone Financial Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2025 and held it in 1 quarter.
Cornerstone Financial Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $118K 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 Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.