FGA
BXMX

Fortis Group Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Fortis Group Advisors’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
-250
Closed -$3.67K – 586
2025
Q4 		$3.67K Hold
250
– – ﹤0.01% 458
2025
Q3 		$3.61K Hold
250
– – ﹤0.01% 420
2025
Q2 		$3.47K Hold
250
– – ﹤0.01% 414
2025
Q1 		$3.28K Hold
250
– – ﹤0.01% 384
2024
Q4 		$3.5K Hold
250
– – ﹤0.01% 395
2024
Q3 		$3.43K Hold
250
– – ﹤0.01% 384
2024
Q2 		$3.38K Hold
250
– – ﹤0.01% 386
2024
Q1 		$3.31K Sell
250
-250
-50% -$3.26K ﹤0.01% 403
2023
Q4 		$6.42K Buy
500
+250
+100% +$3.13K ﹤0.01% 337
2023
Q3 		$3.17K Buy
+250
New +$3.3K ﹤0.01% 332

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

Fortis Group Advisors's BXMX Position: Q1 2026 in Review

Fortis Group Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 250 shares — an estimated $3.67K sold.

Fortis Group Advisors first reported a position in BXMX in Q3 2023 and held it in 10 quarters. The position peaked at $6.42K in Q4 2023. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Fortis Group Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 250 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $3.67K.
  • Fortis Group Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2023 and held it in 10 quarters.
  • Fortis Group Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $6.42K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.