Glass Jacobson Investment Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Glass Jacobson Investment 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	-256	Closed	-$3.76K	–	610
2025 Q4	$3.76K	Sell	256 -233	-48%	-$3.35K	﹤0.01%	506
2025 Q3	$7.06K	Buy	+489	New	+$6.91K	﹤0.01%	471

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

Glass Jacobson Investment Advisors's BXMX Position: Q1 2026 in Review

Glass Jacobson Investment Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 256 shares — an estimated $3.76K sold.

Glass Jacobson Investment Advisors first reported a position in BXMX in Q3 2025 and held it in 2 quarters. The position peaked at $7.06K in Q3 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

Glass Jacobson Investment Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 256 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $3.76K.
Glass Jacobson Investment Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q3 2025 and held it in 2 quarters.
Glass Jacobson Investment Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $7.06K in Q3 2025.
4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.