FWM
BXMX

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

Focused Wealth 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
-42,074
Closed -$618K – 236
2025
Q4 		$618K Sell
42,074
-19
-0% -$273 0.06% 99
2025
Q3 		$608K Sell
42,093
-291,794
-87% -$4.12M 0.06% 94
2025
Q2 		$4.63M Buy
333,887
+5,157
+2% +$67.8K 0.56% 31
2025
Q1 		$4.31M Buy
328,730
+11,530
+4% +$159K 0.58% 28
2024
Q4 		$4.44M Buy
317,200
+39,133
+14% +$542K 0.6% 27
2024
Q3 		$3.82M Buy
278,067
+4,794
+2% +$64.1K 0.5% 32
2024
Q2 		$3.69M Buy
273,273
+12,404
+5% +$162K 0.53% 30
2024
Q1 		$3.45M Sell
260,869
-4,326
-2% -$56.4K 0.53% 32
2023
Q4 		$3.4M Sell
265,195
-9,503
-3% -$119K 0.56% 33
2023
Q3 		$3.48M Buy
274,698
+3,861
+1% +$51K 0.61% 29
2023
Q2 		$3.62M Buy
270,837
+9,662
+4% +$128K 0.65% 26
2023
Q1 		$3.42M Sell
261,175
-25,050
-9% -$328K 0.69% 23
2022
Q4 		$3.62M Sell
286,225
-173
-0.1% -$2.23K 0.74% 25
2022
Q3 		$3.4M Buy
286,398
+3,008
+1% +$39.8K 0.71% 24
2022
Q2 		$3.51M Buy
283,390
+9,975
+4% +$134K 0.64% 30
2022
Q1 		$3.9M Buy
273,415
+6,025
+2% +$84.4K 0.62% 25
2021
Q4 		$3.92M Buy
267,390
+14,930
+6% +$220K 0.61% 26
2021
Q3 		$3.59M Buy
252,460
+7,021
+3% +$103K 0.59% 26
2021
Q2 		$3.53M Sell
245,439
-3,555
-1% -$50.1K 0.58% 26
2021
Q1 		$3.36M Buy
248,994
+17,790
+8% +$229K 0.6% 24
2020
Q4 		$2.98M Sell
231,204
-11,250
-5% -$135K 0.58% 27
2020
Q3 		$2.73M Buy
242,454
+180
+0.1% +$2.06K 0.59% 26
2020
Q2 		$2.67M Sell
242,274
-6,296
-3% -$68.5K 0.62% 24
2020
Q1 		$2.51M Buy
248,570
+23,630
+11% +$294K 0.72% 21
2019
Q4 		$3.09M Buy
224,940
+22,805
+11% +$308K 0.73% 21
2019
Q3 		$2.64M Buy
202,135
+12,708
+7% +$166K 0.73% 23
2019
Q2 		$2.52M Buy
189,427
+16,932
+10% +$222K 0.67% 26
2019
Q1 		$2.28M Buy
172,495
+10,081
+6% +$130K 0.69% 27
2018
Q4 		$1.96M Buy
162,414
+19,154
+13% +$252K 0.67% 30
2018
Q3 		$2.06M Sell
143,260
-4,394
-3% -$63.1K 0.7% 26
2018
Q2 		$2.08M Sell
147,654
-4,104
-3% -$57.3K 0.72% 25
2018
Q1 		$2.02M Buy
151,758
+5,129
+3% +$70.8K 0.65% 31
2017
Q4 		$2.09M Sell
146,629
-33,101
-18% -$465K 0.67% 26
2017
Q3 		$2.51M Buy
179,730
+31,399
+21% +$435K 0.84% 23
2017
Q2 		$2.05M Buy
148,331
+686
+0.5% +$9.51K 0.77% 24
2017
Q1 		$1.96M Sell
147,645
-386
-0.3% -$5.09K 0.77% 27
2016
Q4 		$1.88M Buy
148,031
+6,079
+4% +$77.3K 0.8% 26
2016
Q3 		$1.88M Sell
141,952
-735
-0.5% -$9.62K 0.83% 25
2016
Q2 		$1.86M Buy
142,687
+5,804
+4% +$74.3K 0.85% 23
2016
Q1 		$1.74M Sell
136,883
-41,283
-23% -$506K 0.95% 26
2015
Q4 		$2.39M Buy
178,166
+8,637
+5% +$111K 1.38% 18
2015
Q3 		$2.05M Sell
169,529
-5,317
-3% -$67.6K 1.3% 22
2015
Q2 		$2.24M Buy
174,846
+5,005
+3% +$64.2K 1.39% 20
2015
Q1 		$2.17M Sell
169,841
-1,483
-0.9% -$19.1K 1.34% 20
2014
Q4 		$2.08M Buy
171,324
+8,890
+5% +$113K 1.47% 16
2014
Q3 		$2.07M Buy
162,434
+3,888
+2% +$50.6K 1.59% 14
2014
Q2 		$2.08M Sell
158,546
-5,968
-4% -$76.6K 1.63% 15
2014
Q1 		$2.08M Buy
164,514
+15,024
+10% +$187K 1.74% 14
2013
Q4 		$1.88M Sell
149,490
-3,542
-2% -$43.9K 1.57% 16
2013
Q3 		$1.85M Buy
+153,032
New +$1.9M 1.76% 15

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

Focused Wealth Management's BXMX Position: Q1 2026 in Review

Focused Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 42,074 shares — an estimated $618K sold.

Focused Wealth Management first reported a position in BXMX in Q3 2013 and held it in 50 quarters. The position peaked at $4.63M in Q2 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Focused Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Focused Wealth Management sold 42,074 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $618K.
  • Focused Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2013 and held it in 50 quarters.
  • Focused Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $4.63M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.