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

Forteris 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	-43,883	Closed	-$645K	–	69
2025 Q4	$645K	Buy	+43,883	New	+$630K	0.63%	37

Other funds holding BXMX

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

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

Forteris Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 43,883 shares — an estimated $645K sold.

Forteris Wealth Management first reported a position in BXMX in Q4 2025 and held it in 1 quarter. The position peaked at $645K in Q4 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

Forteris Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
Forteris Wealth Management sold 43,883 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $645K.
Forteris Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q4 2025 and held it in 1 quarter.
Forteris Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $645K 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 Forteris Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.