Creative Planning
BXMX

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

Creative Planning’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
-15,633
Closed -$230K – 4110
2025
Q4 		$230K Sell
15,633
-475
-3% -$6.82K ﹤0.01% 3448
2025
Q3 		$233K Buy
+16,108
New +$228K ﹤0.01% 3353
2025
Q2 		– Sell
-20,012
Closed -$263K – 3697
2025
Q1 		$263K Sell
20,012
-10,306
-34% -$142K ﹤0.01% 2866
2024
Q4 		$424K Buy
+30,318
New +$420K ﹤0.01% 2380
2023
Q3 		– Sell
-10,322
Closed -$138K – 2928
2023
Q2 		$138K Buy
+10,322
New +$136K ﹤0.01% 2292
2022
Q2 		– Sell
-26,038
Closed -$371K – 2315
2022
Q1 		$371K Buy
+26,038
New +$365K ﹤0.01% 1501
2021
Q4 		– Sell
-21,209
Closed -$302K – 2102
2021
Q3 		$302K Buy
21,209
+10
+0% +$147 ﹤0.01% 1583
2021
Q2 		$305K Sell
21,199
-3,157
-13% -$44.5K ﹤0.01% 1554
2021
Q1 		$328K Hold
24,356
– – ﹤0.01% 1740
2020
Q4 		$314K Buy
24,356
+11
+0% +$132 ﹤0.01% 1599
2020
Q3 		$275K Sell
24,345
-1,691
-6% -$19.3K ﹤0.01% 1470
2020
Q2 		$286K Buy
26,036
+880
+3% +$9.57K ﹤0.01% 1339
2020
Q1 		$254K Buy
25,156
+259
+1% +$3.23K ﹤0.01% 1251
2019
Q4 		$342K Sell
24,897
-1,074
-4% -$14.5K ﹤0.01% 1325
2019
Q3 		$339K Sell
25,971
-388
-1% -$5.07K ﹤0.01% 1282
2019
Q2 		$351K Sell
26,359
-5,367
-17% -$70.5K ﹤0.01% 1273
2019
Q1 		$419K Buy
31,726
+6,579
+26% +$85.1K ﹤0.01% 1131
2018
Q4 		$304K Buy
25,147
+2,285
+10% +$30.1K ﹤0.01% 1225
2018
Q3 		$329K Buy
22,862
+1,934
+9% +$27.8K ﹤0.01% 1340
2018
Q2 		$295K Buy
20,928
+57
+0.3% +$796 ﹤0.01% 1381
2018
Q1 		$278K Sell
20,871
-986
-5% -$13.6K ﹤0.01% 1386
2017
Q4 		$311K Buy
21,857
+1,084
+5% +$15.2K ﹤0.01% 1340
2017
Q3 		$290K Buy
20,773
+1,905
+10% +$26.4K ﹤0.01% 1346
2017
Q2 		$261K Buy
18,868
+14,675
+350% +$203K ﹤0.01% 1368
2017
Q1 		$56K Buy
4,193
+3,755
+857% +$49.5K ﹤0.01% 2391
2016
Q4 		$6K Sell
438
-1,272
-74% -$16.2K ﹤0.01% 3830
2016
Q3 		$23K Sell
1,710
-978
-36% -$12.8K ﹤0.01% 2958
2016
Q2 		$35K Hold
2,688
– – ﹤0.01% 2387
2016
Q1 		$34K Sell
2,688
-2,420
-47% -$29.6K ﹤0.01% 2364
2015
Q4 		$69K Buy
5,108
+1,272
+33% +$16.3K ﹤0.01% 1857
2015
Q3 		$46K Buy
+3,836
New +$48.8K ﹤0.01% 2094
2015
Q2 		– Sell
-5,849
Closed -$75K – 1359
2015
Q1 		$75K Buy
5,849
+815
+16% +$10.5K ﹤0.01% 1737
2014
Q4 		$61K Sell
5,034
-387
-7% -$4.92K ﹤0.01% 1867
2014
Q3 		$69K Buy
5,421
+4,261
+367% +$55.4K ﹤0.01% 1709
2014
Q2 		$15K Hold
1,160
– – ﹤0.01% 2654
2014
Q1 		$15K Hold
1,160
– – ﹤0.01% 2541
2013
Q4 		$15K Sell
1,160
-675
-37% -$8.37K ﹤0.01% 2344
2013
Q3 		$22K Buy
+1,835
New +$22.8K ﹤0.01% 2029

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

Creative Planning's BXMX Position: Q1 2026 in Review

Creative Planning sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 15,633 shares — an estimated $230K sold.

Creative Planning first reported a position in BXMX in Q3 2013 and held it in 38 quarters. The position peaked at $424K in Q4 2024. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Creative Planning reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 15,633 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $230K.
  • Creative Planning first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2013 and held it in 38 quarters.
  • Creative Planning's Nuveen S&P 500 Buy-Write Income Fund position peaked at $424K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.