DAM
BXMX

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

Delta Asset 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
-1,800
Closed -$26.5K – 599
2025
Q4 		$26.5K Hold
1,800
– – ﹤0.01% 339
2025
Q3 		$26K Hold
1,800
– – ﹤0.01% 347
2025
Q2 		$25K Hold
1,800
– – ﹤0.01% 339
2025
Q1 		$23.6K Hold
1,800
– – ﹤0.01% 337
2024
Q4 		$25.2K Sell
1,800
-100
-5% -$1.39K ﹤0.01% 339
2024
Q3 		$26.1K Hold
1,900
– – ﹤0.01% 337
2024
Q2 		$25.6K Sell
1,900
-200
-10% -$2.62K ﹤0.01% 330
2024
Q1 		$27.8K Hold
2,100
– – ﹤0.01% 326
2023
Q4 		$26.9K Hold
2,100
– – ﹤0.01% 325
2023
Q3 		$26.6K Sell
2,100
-1,000
-32% -$13.2K ﹤0.01% 319
2023
Q2 		$41.4K Buy
+3,100
New +$40.9K ﹤0.01% 274

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

Delta Asset Management's BXMX Position: Q1 2026 in Review

Delta Asset Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 1,800 shares — an estimated $26.5K sold.

Delta Asset Management first reported a position in BXMX in Q2 2023 and held it in 11 quarters. The position peaked at $41.4K in Q2 2023. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Delta Asset Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Delta Asset Management sold 1,800 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $26.5K.
  • Delta Asset Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2023 and held it in 11 quarters.
  • Delta Asset Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $41.4K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Delta Asset Management's 13F filing for Q1 2026, filed 11 May 2026.