Fortitude Family Office’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Fortitude Family Office’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	-505	Closed	-$7.07K	–	1173
2024 Q4	$7.07K	Hold	505	–	–	﹤0.01%	735
2024 Q3	$6.93K	Buy	+505	New	+$6.75K	﹤0.01%	668

Other funds holding BXMX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Fortitude Family Office's BXMX Position: Q1 2025 in Review

Fortitude Family Office sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2025, closing a stake of 505 shares — an estimated $7.07K sold.

Fortitude Family Office first reported a position in BXMX in Q3 2024 and held it in 2 quarters. The position peaked at $7.07K in Q4 2024. 163 funds tracked by Wall St. Rank hold BXMX as of Q1 2025.

Fortitude Family Office reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2025 after selling out during the quarter.
Fortitude Family Office sold 505 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2025, an estimated $7.07K.
Fortitude Family Office first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2024 and held it in 2 quarters.
Fortitude Family Office's Nuveen S&P 500 Buy-Write Income Fund position peaked at $7.07K 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 Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.