Envestnet Asset Management
BXMX

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

Envestnet 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
-176,287
Closed -$2.59M – 4723
2025
Q4 		$2.59M Buy
176,287
+3,557
+2% +$51.1K ﹤0.01% 2636
2025
Q3 		$2.49M Buy
172,730
+5,708
+3% +$80.6K ﹤0.01% 2742
2025
Q2 		$2.32M Sell
167,022
-7,869
-4% -$103K ﹤0.01% 2723
2025
Q1 		$2.29M Sell
174,891
-183,615
-51% -$2.52M ﹤0.01% 2638
2024
Q4 		$5.02M Buy
358,506
+199,151
+125% +$2.76M ﹤0.01% 2095
2024
Q3 		$2.19M Sell
159,355
-378,159
-70% -$5.06M ﹤0.01% 2592
2024
Q2 		$7.26M Buy
537,514
+364,454
+211% +$4.77M ﹤0.01% 1768
2024
Q1 		$2.29M Buy
173,060
+160,685
+1,298% +$2.09M ﹤0.01% 2487
2023
Q4 		$159K Buy
12,375
+766
+7% +$9.58K ﹤0.01% 3877
2023
Q3 		$147K Sell
11,609
-434
-4% -$5.73K ﹤0.01% 3811
2023
Q2 		$161K Buy
12,043
+1,702
+16% +$22.5K ﹤0.01% 3762
2023
Q1 		$135K Sell
10,341
-1,078
-9% -$14.1K ﹤0.01% 3743
2022
Q4 		$144K Buy
+11,419
New +$147K ﹤0.01% 3740
2021
Q2 		– Sell
-76,930
Closed -$1.04M – 3641
2021
Q1 		$1.04M Sell
76,930
-3,880
-5% -$50K ﹤0.01% 2379
2020
Q4 		$1.04M Buy
+80,810
New +$969K ﹤0.01% 2183
2014
Q1 		– Sell
-233
Closed -$3K – 2549
2013
Q4 		$3K Buy
+233
New +$2.89K ﹤0.01% 2121

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

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

Envestnet Asset Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 176,287 shares — an estimated $2.59M sold.

Envestnet Asset Management first reported a position in BXMX in Q4 2013 and held it in 16 quarters. The position peaked at $7.26M in Q2 2024. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Envestnet Asset Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 176,287 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $2.59M.
  • Envestnet Asset Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2013 and held it in 16 quarters.
  • Envestnet Asset Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $7.26M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.