D.J. St. Germain’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

D.J. St. Germain’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	-187	Closed	-$2.75K	–	910
2025 Q4	$2.75K	Hold	187	–	–	﹤0.01%	781
2025 Q3	$2.7K	Hold	187	–	–	﹤0.01%	777
2025 Q2	$2.6K	Hold	187	–	–	﹤0.01%	783
2025 Q1	$2.45K	Hold	187	–	–	﹤0.01%	718
2024 Q4	$2.62K	Hold	187	–	–	﹤0.01%	712
2024 Q3	$2.57K	Hold	187	–	–	﹤0.01%	656
2024 Q2	$2.52K	Hold	187	–	–	﹤0.01%	670
2024 Q1	$2.47K	Hold	187	–	–	﹤0.01%	670
2023 Q4	$2.4K	Hold	187	–	–	﹤0.01%	673
2023 Q3	$2.37K	Hold	187	–	–	﹤0.01%	642
2023 Q2	$2.5K	Buy	+187	New	+$2.47K	﹤0.01%	639

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

D.J. St. Germain's BXMX Position: Q1 2026 in Review

D.J. St. Germain sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 187 shares — an estimated $2.75K sold.

D.J. St. Germain first reported a position in BXMX in Q2 2023 and held it in 11 quarters. The position peaked at $2.75K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

D.J. St. Germain reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
D.J. St. Germain sold 187 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $2.75K.
D.J. St. Germain first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2023 and held it in 11 quarters.
D.J. St. Germain's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2.75K 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 D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.