Focus Partners Wealth
BXMX

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

Focus Partners Wealth’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
-138,187
Closed -$2.02M – 2674
2025
Q4 		$2.02M Buy
138,187
+107,848
+355% +$1.55M ﹤0.01% 1317
2025
Q3 		$438K Buy
30,339
+196
+0.7% +$2.77K ﹤0.01% 1667
2025
Q2 		$418K Buy
30,143
+5,312
+21% +$69.8K ﹤0.01% 1530
2025
Q1 		$326K Sell
24,831
-4,600
-16% -$63.2K ﹤0.01% 1530
2024
Q4 		$412K Buy
+29,431
New +$408K ﹤0.01% 1407

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

Focus Partners Wealth's BXMX Position: Q1 2026 in Review

Focus Partners Wealth sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 138,187 shares — an estimated $2.02M sold.

Focus Partners Wealth first reported a position in BXMX in Q4 2024 and held it in 5 quarters. The position peaked at $2.02M in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Focus Partners Wealth reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 138,187 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $2.02M.
  • Focus Partners Wealth first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2024 and held it in 5 quarters.
  • Focus Partners Wealth's Nuveen S&P 500 Buy-Write Income Fund position peaked at $2.02M 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.