EP
BXMX

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

Essential 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
2025
Q1 		– Sell
-79,495
Closed -$1.1M – 102
2024
Q4 		$1.1M Buy
+79,495
New +$1.1M 0.01% 224

Other funds holding BXMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Essential Planning's BXMX Position: Q1 2025 in Review

Essential Planning sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2025, closing a stake of 79,495 shares — an estimated $1.1M sold.

Essential Planning first reported a position in BXMX in Q4 2024 and held it in 1 quarter. The position peaked at $1.1M in Q4 2024. 163 funds tracked by Wall St. Rank hold BXMX as of Q1 2025.

  • Essential Planning reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 79,495 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2025, an estimated $1.1M.
  • Essential Planning first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.1M in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.