FFA
BXMX

Founders Financial Alliance’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Founders Financial Alliance’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
-13,225
Closed -$194K – 740
2025
Q4 		$194K Buy
13,225
+211
+2% +$3.03K 0.04% 353
2025
Q3 		$188K Buy
13,014
+106
+0.8% +$1.5K 0.04% 385
2025
Q2 		$179K Sell
12,908
-26
-0.2% -$342 0.04% 330
2025
Q1 		$170K Sell
12,934
-1
-0% -$14 0.04% 354
2024
Q4 		$181K Buy
12,935
+182
+1% +$2.52K 0.05% 289
2024
Q3 		$175K Buy
12,753
+113
+0.9% +$1.51K 0.05% 295
2024
Q2 		$171K Buy
12,640
+130
+1% +$1.7K 0.05% 281
2024
Q1 		$166K Sell
12,510
-832
-6% -$10.8K 0.05% 281
2023
Q4 		$171K Buy
13,342
+131
+1% +$1.64K 0.07% 254
2023
Q3 		$167K Buy
13,211
+132
+1% +$1.74K 0.07% 236
2023
Q2 		$175K Sell
13,079
-1,059
-7% -$14K 0.07% 260
2023
Q1 		$186K Sell
14,138
-731
-5% -$9.57K 0.09% 206
2022
Q4 		$188K Buy
14,869
+651
+5% +$8.4K 0.09% 224
2022
Q3 		$169K Buy
+14,218
New +$188K 0.09% 219
2022
Q2 		– Sell
-16,524
Closed -$235K – 505
2022
Q1 		$235K Sell
16,524
-477
-3% -$6.69K 0.1% 188
2021
Q4 		$249K Buy
17,001
+608
+4% +$8.94K 0.1% 211
2021
Q3 		$233K Sell
16,393
-250
-2% -$3.66K 0.11% 194
2021
Q2 		$239K Sell
16,643
-1,627
-9% -$22.9K 0.11% 202
2021
Q1 		$246K Buy
+18,270
New +$236K 0.12% 188

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

Founders Financial Alliance's BXMX Position: Q1 2026 in Review

Founders Financial Alliance sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 13,225 shares — an estimated $194K sold.

Founders Financial Alliance first reported a position in BXMX in Q1 2021 and held it in 19 quarters. The position peaked at $249K in Q4 2021. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Founders Financial Alliance reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Founders Financial Alliance sold 13,225 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $194K.
  • Founders Financial Alliance first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2021 and held it in 19 quarters.
  • Founders Financial Alliance's Nuveen S&P 500 Buy-Write Income Fund position peaked at $249K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.