EWA
BXMX

Encompass Wealth Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Encompass Wealth Advisors’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
-14,207
Closed -$209K – 102
2025
Q4 		$209K Hold
14,207
– – 0.07% 99
2025
Q3 		$205K Hold
14,207
– – 0.07% 107
2025
Q2 		$197K Sell
14,207
-8,415
-37% -$111K 0.07% 103
2025
Q1 		$297K Hold
22,622
– – 0.12% 82
2024
Q4 		$316K Buy
22,622
+302
+1% +$4.18K 0.13% 80
2024
Q3 		$306K Buy
22,320
+140
+0.6% +$1.87K 0.08% 191
2024
Q2 		$299K Buy
22,180
+141
+0.6% +$1.84K 0.08% 185
2024
Q1 		$292K Hold
22,039
– – 0.08% 199
2023
Q4 		$283K Buy
22,039
+285
+1% +$3.56K 0.08% 173
2023
Q3 		$275K Buy
21,754
+133
+0.6% +$1.75K 0.09% 164
2023
Q2 		$289K Buy
21,621
+133
+0.6% +$1.75K 0.09% 165
2023
Q1 		$281K Hold
21,488
– – 0.1% 165
2022
Q4 		$272K Buy
21,488
+273
+1% +$3.52K 0.1% 161
2022
Q3 		$252K Buy
21,215
+393
+2% +$5.2K 0.1% 165
2022
Q2 		$258K Buy
20,822
+338
+2% +$4.55K 0.09% 163
2022
Q1 		$292K Hold
20,484
– – 0.07% 178
2021
Q4 		$300K Buy
20,484
+588
+3% +$8.65K 0.07% 184
2021
Q3 		$283K Buy
19,896
+292
+1% +$4.28K 0.07% 182
2021
Q2 		$281K Hold
19,604
– – 0.07% 190
2021
Q1 		$274K Buy
19,604
+309
+2% +$3.98K 0.07% 190
2020
Q4 		$249K Buy
+19,295
New +$231K 0.14% 93

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

Encompass Wealth Advisors's BXMX Position: Q1 2026 in Review

Encompass Wealth Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 14,207 shares — an estimated $209K sold.

Encompass Wealth Advisors first reported a position in BXMX in Q4 2020 and held it in 21 quarters. The position peaked at $316K in Q4 2024. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Encompass Wealth Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Encompass Wealth Advisors sold 14,207 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $209K.
  • Encompass Wealth Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2020 and held it in 21 quarters.
  • Encompass Wealth Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $316K 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 Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.